Investment Advisor (Noida)

Investment Advisor (Noida)

06 Aug
|
We Grow Wealth
|
Noida

06 Aug

We Grow Wealth

Noida

We're Hiring | Wealth Manager & Senior Wealth Manager

Location: Noida, Sector 62

Are you passionate about wealth management and have an established HNI client base? Join our growing team and help clients build long-term wealth through a diverse range of investment solutions.

Key Responsibilities

Acquire and manage HNI/UHNI client relationships.

Build and grow Assets Under Management (AUM) through recent client acquisition and portfolio expansion.

Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.

Drive Demat account acquisition and ensure seamless account opening for new clients.

Understand clients' financial goals and recommend suitable investment strategies.

Achieve monthly AUM, revenue, and client acquisition targets.

Who We're Looking For

Experience in Wealth Management, Private Banking, or Financial Advisory.

Existing HNI/UHNI client base with AUM in crores Preferred.

Strong knowledge of Mutual Funds, PMS, AIF, Unlisted Shares, Private Equity, NCDs, and other investment products.

Proven track record in client acquisition and relationship management.

Pay: ₹300,000.00 - ₹900,000.00 per year

Work Location: In person

📌 Investment Advisor (Noida)
🏢 We Grow Wealth
📍 Noida

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