Private Wealth Advisor (Mumbai)

Private Wealth Advisor (Mumbai)

13 Aug
|
Fintor Services
|
Mumbai

13 Aug

Fintor Services

Mumbai

Manage & grow UHNW client through tailored wealth planning, portfolio reviews & advisory.
Acquire current clients, AUM & revenue growth & referral networks.
Advise on investments, lending & wealth, monitor portfolios & recommend rebalancing.

Required Candidate profile

Monitor markets, economic trends & regulations to provide timely client insights.
Represent the firm at industry events while ensuring AML, KYC, compliance, ethical conduct & fiduciary standards.

📌 Private Wealth Advisor (Mumbai)
🏢 Fintor Services
📍 Mumbai

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