? 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 robust, 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 (Chennai)
🏢 Radiate Rays Consultants
📍 Chennai