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Team Leader - Senior Wealth Manager
Scripbox
United States · Bengaluru, Karnataka, India
Posted on Aug 28, 2025
About Scripbox Wealth Managers
At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.
As we scale our reach across India, we’re looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.
Job Description
Team Leader – Senior Wealth Manager
Location: Multiple cities across India
Reports to: Head of Client Relationships
Experience: minimum 10–12 years in wealth management or high-touch client advisory
About Scripbox Wealth Managers
At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.
As we scale our reach across India, we’re looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.
Role Overview
As a Team Leader, you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. You’ll combine personal client advisory with business & people leadership - mentoring your team, enforcing Scripbox’s client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service.
Key Responsibilities
Client Leadership
- Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions.
- Act as a senior advisor and escalation point within the team for complex client needs.
- Collaborate with the investment and research teams to deliver optimal client outcomes.
Business leadership
- Drive growth of your team as a business unit.
- Identify opportunities and run growth experiments in consultation with Head of Client Relationships
- Collaborate with client experience & new client acquisition teams to achieve growth objectives
Team Management & Team Coaching
- Lead, mentor, and develop a team comprising RMs of different experience levels.
- Conduct regular review sessions, skill training, and pipeline planning.
- Foster a high-performance, client-obsessed culture within the team.
Process and Discipline
- Ensure that the team follows advisory frameworks, SOPs, and internal service standards.
- Drive usage of CRM tools and uphold data discipline.
- Monitor activity metrics, client satisfaction, and revenue outcomes for the pod.
Compliance and Ethics
- Be a champion of the Scripbox way of working with clients. Uphold Scripbox’s standards of fiduciary responsibility and compliance.
- Serve as the first line of oversight on risk, suitability, and advisory practices within the team.
- Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols.
Ideal Profile
- 10–12 years of experience in wealth management, premium banking, or family office advisory.
- Proven track record of managing high-value clients with high levels of trust and personalization.
- Experience mentoring or managing team members.
- Strong financial acumen and ability to simplify complex concepts for clients.
- High emotional intelligence, ownership mindset, and a natural team builder.
What You’ll Get
- Business ownership within a modern, empowered-team-based wealth management structure.
- A supportive yet empowered culture focused on growth - for you, your team, and your clients.
- Direct influence on the evolution of advisory excellence in India.