Overview

Toros (Trademark of Soul Finspire LLP) is a wealth management and financial advisory firm building modern, research-driven advisory services for discerning clients. We exist to give clients tailored, tax-efficient investment strategies that actually move the needle on their goals — backed by rigorous research and a genuinely client-first approach. We're ambitious and growing fast, and we're looking for people who want to build something real, not just manage a book.

About the Role

This is a senior, full-time, on-site role based in Ahmedabad for someone ready to step up from managing a book to building one. As Head - Wealth Management, you will own and grow a portfolio of high-net-worth and ultra-high-net-worth clients across Gujarat — Ahmedabad, Surat, and Baroda — while mentoring a small team of Wealth Relationship Managers. You'll work closely with Toros' founding team, shaping client strategy and sharpening the processes that will define how the firm scales.

This role suits someone who already has a strong personal network in the region and is ready to lead, not just execute.

Responsibilities

- Acquire and manage HNI/UHNI client relationships.
- Drive AUM growth, revenue generation, and client retention.
- Provide advisory solutions across Mutual Funds, PMS, AIFs, Fixed Income,



Structured Products, and Insurance.
- Conduct portfolio reviews and deliver customized wealth management strategies.
- Build solid referral networks with business owners, CXOs, professionals, and family offices.

Qualifications

- MBA / PGDM (Finance, Marketing, or equivalent)
- CA, CFA, CFP certifications preferred

Required Skills

- 15+ years of experience in Wealth Management, Private Banking, or Investment Advisory.
- Strong network and proven track record of managing/acquiring HNI/UHNI clients.
- Demonstrated success in AUM acquisition and revenue generation.
- Deep understanding of investment products and capital markets.
- Excellent relationship management, networking, and communication skills.

Preferred Skills

- Strong client acquisition capabilities.
- Understanding of investment products and capital markets.
- Excellent relationship management and networking skills.
- Financial planning and portfolio management knowledge.
- Robust presentation, negotiation, and communication skills.
- Result-oriented with strong commercial acumen.

If you have a strong wealth management franchise and a passion for delivering exceptional client outcomes, we'd love to hear from you.

📌 Head - Wealth Management (Full-Time | On-Site | Ahmedabad)
🏢 Toros
📍 Ahmedabad