Proposition and Strategy - VP

🔹 We're Hiring: VP – Proposition & Strategy (Wealth Management) | Mumbai | 2–5+ years

About Client :

One of India’s largest asset management and wealth firms, serving HNI/UHNI clients across global locations.

We're seeking a highly motivated professional to join our strategic initiatives team and partner directly with the Co‑CEO (Wealth).

📌 Why This Role Matters

You’ll play a high‑visibility role driving strategic projects, elevating investor and client communications, and refining our wealth offering. You’ll collaborate closely across teams and influence decision‑making at the top.

🧭 Role Overview

• Report to: Co‑CEO, Wealth
• Location: Mumbai

• Experience: 2–5 years in consulting/strategy, investment banking, wealth management, or private banking

• Industry: Strategic initiatives, proposition development, investor communication

🎯 Your Mission

• Client & Investor Decks

  : Craft compelling, visually engaging presentations for ultra‑high‑net‑worth (UHNW) clients, investors, and internal stakeholders.

• Strategic Projects

  : Partner with Co‑CEO on high-impact initiatives—new product rollouts, process improvement, market expansion.

• Proposition Development

  : Collaborate with investment & product teams to evolve the firm’s value proposition—new themes, market insights, bespoke solutions.

• Market & Competitor Research

  : Analyze trends, prepare concise briefs, and benchmark against peers to inform leadership strategy.

• Cross‑Functional Alignment

  : Serve as the communication bridge between investment, product, sales, and leadership teams.

🔑 What We’re Looking For

• Exceptional

  written, visual, and verbal communication

  skills
• Strong grasp of

  financial/investment concepts

  ; experience in wealth management, private banking, or asset management preferred
• Expert-level

  PowerPoint / Google Slides

  : capable of transforming raw inputs into crisp, narrative-driven slides
• Highly

  proactive

  , detail-oriented, and adept at managing multiple priorities in a fast-paced setup
• Comfortable working

  independently

  , with discretion and ownership
• Previous experience working directly with

  CXOs or founders

• Familiarity with crafting investor-facing presentations and docs

💡 What’s in It for You

• Direct exposure to leadership and top-tier strategic forums
• Opportunity to influence the future direction of our wealth offering
• A fast-paced, entrepreneurial environment with significant learning and growth potential
• Network expansion through high-impact internal and external projects