Role & responsibilities

- Understand clients financial goals, investment objectives, risk appetite, and overall financial situation.
- Build and maintain solid, long-term relationships with clients by providing personalized wealth management solutions.
- Advise clients on suitable investment products and strategies across asset classes such as mutual funds, equities, bonds, fixed income, and other investment products.
- Develop customized investment portfolios based on clients financial goals, risk profile, investment horizon, and liquidity requirements.

- Generate new business through referrals, networking, relationship building, and other business development initiatives.
- Work towards achieving individual and team-level revenue, AUM, and client acquisition targets.
- Maintain accurate records of client interactions, investments,



and documentation while ensuring compliance with internal policies and regulatory requirements.
- Collaborate with internal teams such as research, operations, and customer service to ensure a seamless client experience.

Preferred candidate profile

We are looking for a driven and client-focused Wealth Advisor to join our team. The individual will be responsible for understanding clients financial goals, providing suitable investment solutions, managing client relationships, and contributing to the growth of the business. The ideal candidate should have a strong interest in financial markets, excellent communication skills, and the ability to build lasting relationships with clients

📌 Wealth Advisor-Retail sales (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai