Prosperr is a Bangalore-based FinTech startup revolutionizing personal finance by helping millions of Indians keep more money in hand through innovative solutions in tax planning, wealth management, investment advisory, and flexible benefits.
Backed by prominent angel investors and leading venture capital firms, Prosperr is building the future of financial well-being with technology-driven, customer-centric solutions.

Job Details:

Location: Bangalore
Work Mode: Work from Office
Working Days: 6 days a week
Saturday: Alternate Saturdays Off
Incentives: Incremental performance-based incentives

We are looking for a client-focused Wealth Advisor / Senior Wealth Advisor to manage retail and HNI client relationships, provide personalized investment advisory and financial planning solutions, monitor portfolios, and drive AUM growth.

Client Relationship Management
Build and maintain long-term relationships with retail and HNI clients.
Understand financial goals, risk appetite, and investment preferences.




Handle client queries and service requests while ensuring client satisfaction and retention.
Investment Advisory & Financial Planning
Assess client needs across retirement planning, tax optimization, wealth creation, and goal-based investing.
Recommend suitable investment solutions based on client objectives and risk profile.
Advise clients on Equity, Debt, Hybrid Funds, SIPs, ELSS, and other relevant investment products.
Educate clients on market developments, economic trends, and investment opportunities.
Portfolio & Wealth Management
Monitor client portfolios and review investment performance regularly.
Recommend diversification and portfolio optimization strategies.
Monitor SIP continuity, investment behavior, asset allocation, and overall portfolio health.
Support clients in achieving long-term wealth creation goals.
AUM & Business Growth
Achieve new AUM targets of ₹2–4 Crore per month.
Acquire and onboard current clients and identify opportunities to grow existing clie

📌 Wealth Advisor (Bengaluru)
🏢 Prosperr.io
📍 Bengaluru