We are looking for an experienced Manager – Advisory with strong expertise in Wealth Management, Investment Advisory, HNI/UHNI client handling, and Portfolio Management.
The ideal candidate will be responsible for understanding clients' financial goals, risk profiles, and investment requirements and providing suitable investment strategies and personalized wealth advisory solutions.
Key Responsibilities
- Manage and build strong relationships with HNI/UHNI clients.
- Understand clients' financial goals, investment objectives, risk profiles, and requirements.
- Provide personalized investment advisory and wealth management solutions.
- Analyze client portfolios and recommend suitable investment strategies.
- Prepare and review portfolio models, asset allocation, and investment plans.
- Conduct regular portfolio performance reviews and recommend rebalancing where required.
- Track market trends, investment products, and opportunities relevant to client portfolios.
- 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 high standards of client service and relationship management.
- Ensure adherence to applicable compliance, risk, and regulatory requirements.
Required Skills
- 5–7 years of relevant experience in Wealth Management / Investment Advisory
- Strong experience handling HNI/UHNI clients
- Hands-on experience in Portfolio Management
- Strong understanding of Investment Products
- Knowledge of Asset Allocation and Portfolio Modelling
- Solid analytical and financial understanding
- Excellent client relationship and communication skills
- Ability to provide personalized investment recommendations
Good to Have
- Experience in PMS (Portfolio Management Services)
- Portfolio modelling experience
- Relevant industry certifications
Candidate Requirements
- Minimum 5 years of relevant experience
- Graduate or equivalent qualification
- Willingness to work on-site in Thane West
- Candidates with relevant HNI/UHNI wealth management and investment advisory experience preferred
- Immediate to 25 days notice period preferred
What We Offer
- Fixed CTC of ₹9–15 LPA
- Full-time, on-site opportunity
- Opportunity to work in the wealth management and investment advisory domain
Note: The role involves direct client interaction and requires strong experience in HNI/UHNI wealth management and investment advisory.
Pay: ₹900,000.00 - ₹1,183,057.10 per year
Application Question(s):
- How many years of relevant experience do you have in Wealth Management / Investment Advisory?
- Do you have hands-on experience in Portfolio Management, Asset Allocation, or Portfolio Modelling?
- What is your current notice period?
- What is your current annual CTC and expected annual CTC?
Experience:
- Wealth Management / Investment Advisory?: 5 years (Required)
- HNI/UHNI: 5 years (Required)