Manager – Advisory | Wealth ManagementAbout the Role
We are hiring an experienced Manager – Advisory for our client.
The role focuses on providing personalized wealth management and investment advisory solutions to HNI/UHNI clients. The ideal candidate should have strong experience in investment advisory, portfolio management, asset allocation, and client relationship management.
Key Responsibilities
- Manage and develop relationships with HNI/UHNI clients.
- Understand clients' financial goals, risk profiles, and investment requirements.
- Provide personalized investment advisory and wealth management solutions.
- Analyze client portfolios and recommend suitable investment strategies.
- Prepare and review portfolio models and asset allocation strategies.
- Conduct regular portfolio performance reviews and recommend rebalancing.
- Track market trends, investment products, and relevant opportunities.
- Prepare portfolio reports and business analytics.
- Identify opportunities to grow AUM and revenue.
- Cross-sell relevant wealth and investment products based on client requirements.
- Maintain strong client relationships and deliver high-quality client service.
- Ensure compliance with applicable risk and regulatory requirements.
Required Qualifications & Skills
- 5–7 years of relevant experience in Wealth Management / Investment Advisory.
- Experience handling HNI/UHNI clients.
- Strong hands-on experience in Portfolio Management.
- Good understanding of Investment Products and Asset Allocation.
- Experience in Portfolio Modelling and Performance Analysis.
- Strong financial and business analytical skills.
- Excellent communication and client relationship management skills.
- Graduate degree or equivalent qualification.
Good to Have
- Experience in PMS (Portfolio Management Services).
- Portfolio modelling experience.
- Relevant professional certifications.
Job Details
- Position: Manager – Advisory
- Industry: Wealth Management / Financial Services
- Experience: 5–7 years
- Salary: ₹9–15 LPA
- Location: Thane West, Maharashtra
- Work Mode: Full time, On-site
- Notice Period: Immediate to 25 days preferred
- Education: Graduate.
Candidates with strong HNI/UHNI wealth management and investment advisory experience are encouraged to apply.
Pay: ₹900,000.00 - ₹1,500,000.00 per year
Ability to commute/relocate:
- Mumbai, Maharashtra 400078: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Do you have hands-on experience in portfolio management, asset allocation, or portfolio modelling?
- What is your current annual CTC and expected annual CTC?
- What is your current notice period?
Experience:
- Of: Weal Management / Investment Advisory: 5 years (Required)
- HNI/UHNI client handling: 5 years (Required)