Job Title: Investment Counsellor Role Overview

360 ONE Wealth & Asset Management is seeking a seasoned Investment Counsellor with a strong sales pedigree and proven AUM-building track record. This role is designed for high-performing professionals from Private Banking, Wealth Management, or Senior Financial Advisor backgrounds who have successfully built and managed large client book and will be responsible for driving net new asset inflows, deepening client relationships, and delivering holistic investment advisory to First Families & Ultra High Net Worth (UHNI). Key Responsibilities

- AUM Acquisition & Revenue Generation

Drive net new money (NNM) through active client acquisition and wallet share expansion

Leverage existing relationships to onboard recent clients and scale AUM

Deliver on revenue and AUM growth targets across asset classes

2.

Client

Advisory & Portfolio Management

Provide tailored investment solutions across:

Equities, Fixed Income, Structured Products

Alternatives (AIFs, PMS, Private Equity, Real Assets)

Align portfolios with client goals, risk appetite, and market outlook

3.

Relationship





Management (Senior Coverage)

Manage and grow a book of UHNI clients – 100cr+ AUM

Build deep engagement through regular reviews, insights, and proactive outreach

Maintain high levels of client satisfaction and retention

4.

Sales

Strategy & Market Positioning

Identify market opportunities and client segments for targeted acquisition

Collaborate with internal investment, product, and RM teams

Position 360 ONE as a preferred wealth partner through differentiated advisory

- Compliance & Governance

Ensure strict adherence to regulatory and internal compliance frameworks

Maintain transparency and ethical standards in all client dealings Requirement: Experience: 12-15+ years in Wealth Management / Private Banking / Advisory

Client Base: Strong network of UHNI clients

Skillset

High ownership and entrepreneurial mindset

Strong sales and influencing skills

Deep understanding of financial products and markets

Ability to operate in a performance-driven environment

📌 Investment Advisor (Mumbai)
🏢 360 ONE
📍 Mumbai