Investment Counsellor | Wealth ManagementWe are looking for an

Investment Counsellor

to provide personalized investment advisory and portfolio solutions to HNI/UHNI clients.

Location: Chennai

Budget: Open for the right profile

Key Skills:Understand client goals, risk profile and investment objectives.Advise across

Mutual Funds, PMS, AIFs, Fixed Income, Structured Products,

and other wealth products.Conduct portfolio reviews and recommend rebalancing strategies.Build solid, long-term client relationships and provide market insights.Work closely with Relationship Managers and internal product teams.Ensure regulatory compliance and seamless execution of transactions.Drive advisory, revenue and portfolio growth objectives.Ideal Profile:7+years of experience in

Wealth Management / Investment Advisory / Private Banking / Investment Counselling

.Strong knowledge of financial markets and wealth management products.Excellent communication, analytical and relationship management skills.NISM, AMFI, CFP, CFA or relevant certifications would be an advantage.Interested candidates can share their profile via DM.

📌 Investment Counsellor - Wealth Management (Mumbai)
🏢 Radiate Rays Consultants
📍 Mumbai