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C_SUITE

CIO - Wealth Management

1% Club·Posted 3 months ago

Location

All India

Experience

15–19 years

Required Skills

SEBI regulationsManagementComplianceRAFinanceWealth ManagementRIAInvestment

About the Role

As the Chief Investment Officer (CIO) for Wealth Management at 1% Club, your role will be pivotal in leading the strategic direction and operational aspects of our high-trust advisory business. Here's a breakdown of your responsibilities:

Role Overview You will be responsible for: - Owning the investment philosophy, portfolio strategy, and regulatory compliance - Leading the advisory team and client operations

  • • Driving product development across various financial instruments

  • • Managing vendor relationships, compliance, and business growth levers

    • Key Responsibilities - Investment Strategy & Portfolio Management - Define and own the investment philosophy and asset allocation framework
    - Lead portfolio construction, security selection, and risk-adjusted return strategy
    - Oversee advisory portfolios across different mandates and products

  • • Regulatory & Compliance Oversight - Ensure full compliance with SEBI Investment Advisor regulations

    • - Maintain all client documentation audit-ready at all times
    - Amend internal processes promptly with regulatory changes
  • • Distribution Understanding & Product Intelligence - Develop deep distribution expertise across wealth products

    • - Collaborate with partners to evaluate and expand product shelf
  • • Research & Risk Management - Lead fundamental and macro research frameworks

    • - Monitor portfolio performance versus benchmarks
  • • Advisory Team & Client Operations Management - Oversee end-to-end client lifecycle and team management

    • - Maintain high renewal rates and client satisfaction
  • • Quality & Business Growth - Analyze funnel drop-off rates and identify improvement levers

    • - Collaborate with cross-functional teams for brand authority
  • • Vendor Management - Maintain relationships with vendors and negotiate terms

    • - Ensure timely collection from vendors
  • • Product Development & Institutional Credibility - Develop investment strategies and client communication materials

    • - Champion a compliance-first, fiduciary-driven investment culture

    Mandatory Regulatory Qualifications Educational Qualification:

  • • CA / CFA / CS / ICWA / MBA (Finance) or Postgraduate degree in relevant fields

    • Mandatory Certification:

  • • NISM-Series-XXI-B Portfolio Managers Certification (valid and active)

    • Ideal Candidate Profile - 1218 years of experience in finance, wealth management, or banking

  • • Deep expertise in Indian capital markets and SEBI regulations

  • • Strong track record in portfolio performance and client retention

  • • Excellent communication skills and high integrity

    • At 1% Club, you will find a collaborative culture, competitive compensation, and the opportunity to shape the wealth management business within a high-growth fintech environment. Join us in building the simplest, smartest way for Indians to manage their money. As the Chief Investment Officer (CIO) for Wealth Management at 1% Club, your role will be pivotal in leading the strategic direction and operational aspects of our high-trust advisory business. Here's a breakdown of your responsibilities:

    Role Overview You will be responsible for:

  • • Owning the investment philosophy, portfolio strategy, and regulatory compliance

  • • Leading the advisory team and client operations

  • • Driving product development across various financial instruments

  • • Managing vendor relationships, compliance, and business growth levers

    • Key Responsibilities - Investment Strategy & Portfolio Management - Define and own the investment philosophy and asset allocation framework
    - Lead portfolio construction, security selection, and risk-adjusted return strategy
    - Oversee advisory portfolios across different mandates and products

  • • Regulatory & Compliance Oversight - Ensure full compliance with SEBI Investment Advisor regulations

    • - Maintain all client documentation audit-ready at all times
    - Amend internal processes promptly with regulatory changes
  • • Distribution Understanding & Product Intelligence - Develop deep distribution expertise across wealth products

    • - Collaborate with partners to evaluate and expand product shelf
  • • Research & Risk Management - Lead fundamental and macro research frameworks

    • - Monitor portfolio performance versus benchmarks
  • • Advisory Team & Client Operations Management - Oversee end-to-end client lifecycle and team management

    • - Maintain high renewal rates and client satisfaction
  • • Quality & Business Growth - Analyze funnel drop-off rates and identify improvement levers

    • - Collaborate with cross-functional teams for brand authority
  • • Vendor Management - Maintain relationships with vendors and negotiate terms

    • - Ensure timely collection from vendors
  • • Product Development & Institutional Credibility - Develop investment strategies and client communication materials

    • - Champion a compliance-first, fiduciary-driven investment culture

    Mandatory Regulatory Qualifications
    Educational Qualification:
    -

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