About Company : India's leading financial services organizations, offering a comprehensive range of wealth management, lending, and investment solution.

Location: Mumbai /Hyderabad/Kolkata

- About Position: Investment Advisor-Wealth
- Looking for experienced Investment Advisor to support Wealth Relationship Managers in delivering comprehensive investment solutions to HNI/UHNI clients. The role involves providing product expertise, investment advisory, portfolio reviews, and driving revenue through the sale of investment products.

Key Accountabilities

1. Client Engagement & Relationship Management
2. Market Research & Investment Advisory
3. Financial Planning & Portfolio Support
4. Stakeholder Collaboration & Team Support

Candidate Profile:

- 3–8 years of experience in Wealth Management, Private Banking, or Investment Advisory.
- Solid knowledge of investment products including Mutual Funds, PMS, AIFs, Bonds, and Fixed Income.
- Experience working with HNI/UHNI clients.
- Excellent communication, presentation, and relationship management skills.

�� Interested candidates can apply or share relevant references at: [email protected] | �� +91 97589 11444

📌 Investment Advisor (Mumbai)
🏢 wowJobs
📍 Mumbai