Vice President, Private Wealth Management

Company Description Namobrahma Studios is a Mumbai-based advertising agency with an in-house production house located in India’s leading advertising hub. The studio delivers end-to-end services including branding, advertising, video production, digital marketing, and media planning. Focused on unique, tailored solutions, Namobrahma Studios collaborates closely with clients to create distinctive campaigns that support their business goals. As a one-stop solution for advertising needs, the company works across diverse industries and media channels, offering creative and strategic expertise. Team members join a collaborative environment that values innovation, quality, and client satisfaction.
Role Description The Vice President, Private Wealth Management will provide strategic leadership for wealth management offerings to clients and internal stakeholders, in a part-time remote role. This position will oversee the development and delivery of private wealth management services, including financial planning and investment strategies tailored to individual client objectives. Day-to-day responsibilities include advising clients on asset allocation, risk management, and long-term financial goals, while monitoring portfolio performance and market trends. The role will collaborate with cross-functional teams, prepare concise reports and recommendations, and ensure compliance with relevant financial regulations and firm policies. The Vice President will also support business development by identifying new opportunities and enhancing client relationships through clear, professional communication.
Qualifications
Demonstrated expertise in Financial Planning and Finance, with the ability to design comprehensive, goal-based financial plans.
Strong background in Wealth Management Services and Investment Management, focused on tailored strategies for private clients.
Solid understanding of Investments, including portfolio construction, asset classes, and risk-return trade-offs.
Experience in senior or leadership roles within wealth management, private banking, or financial advisory environments.
Proficiency in using financial analysis tools and software for modeling, forecasting, and performance tracking.
Excellent analytical, communication, and client relationship skills, with a commitment to ethical and compliant practice.
Ability to work independently in a remote, part-time setting, manage multiple client priorities, and meet deadlines.
Advanced degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or similar are highly beneficial.

Work arrangement
Yes