The Role

As the Head of Wealth Management, you will be a key member of our leadership team, responsible for the strategy and delivery of financial services tailored to our HNI membership base. This is a "category-building" opportunity where you will integrate wealth preservation and financial planning into our premium healthcare ecosystem.

Key Responsibilities:

- Strategic Leadership: Lead the end-to-end strategy for wealth management services, including financial planning, investments, and portfolio management.
- HNI Relationship Management: Oversee and deepen relationships with our 10,000+ HNI members, ensuring exceptional client outcomes and long-term retention.
- Product & Strategy Development: Develop tailored financial strategies and analyze investment opportunities that align with the risk profiles of ultra-wealthy families.
- Cross-functional Collaboration: Work closely with the Founders (award-winning industry veterans) and the Ops/Marketing teams to drive business growth and market expansion.
- Business Growth:



Drive the wealth management vertical's P&L;, focusing on scaling the service as we expand into current geographic markets.

Qualifications

- Experience: 10+ years of proven experience in wealth management, private banking, or investment management.
- Leadership: Demonstrated success in a senior leadership role, with a track record of managing and developing high-performing teams.
- Expertise: Deep knowledge of financial analytical processes, investment products, and HNI-specific financial planning.
- Communication: Exceptional negotiation and client relationship skills, with the ability to navigate complex financial discussions with sophisticated investors.
- Certifications: CFA, CFP, or equivalent professional certifications are highly desirable.
- Mindset: A growth-stage startup veteran who is comfortable with ambiguity, rapid pivots, and a high-intensity environment.

📌 Head of Wealth Management (Coimbatore)
🏢 Intellectual Capital HR Consulting
📍 Coimbatore