Job Description Job Responsibilities:

Job Brief We are looking for a Wealth Advisor / Investment Advisor to manage relationships with HNI and UHNI clients, offering investment solutions across Fixed Deposits, Mutual Funds, Bonds, Digital Gold, and other wealth products. If youre confident, client-facing, and interested in financial markets, wed like to meet you. Openings: 5 Responsibilities
Identify and connect with HNI/UHNI prospects
Understand client goals and recommend suitable investment products (FDs, Mutual Funds, Bonds, Digital Gold, etc.)
Onboard clients and manage the investment process
Build long-term client relationships through regular portfolio reviews
Achieve monthly/quarterly AUM and revenue targets
Ensure compliance with KYC and regulatory guidelines
Stay updated on market trends and recent product launches

Requirements
Graduate in any discipline (Finance/Commerce preferred)
Freshers welcome; prior experience in banking/wealth management is a plus




Robust verbal and written communication skills
Confident, presentable, client-facing personality
Basic understanding of financial products is a plus
NISM/AMFI certification is an added advantage

Working Days: 6 days a week (Sunday fixed off) Salary: Up to 4.5 LPA Locations - Gurgaon ( Golf Course Ext ) Interested candidates can share their updated resume on [email protected] / [email protected]

Role

Connect with HNI/UHNI, Recommend suitable investment products

Skills

Excellent communication skills

Functional Area

Sales

Education

Graduate in any discipline, MBA

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Wealth Advisor New Delhi
🏢 Faircent
📍 New Delhi