? Investment Counsellor | Wealth Management

We 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 (Chennai)
🏢 Radiate Rays Consultants
📍 Chennai