Wealth Advisor - Mutual Funds - HNI Client Relationship

Location: Chandigarh

Experience: 5 to 10 Years

Salary: Up to 40,000/month (Negotiable)

About the Role

We are a 33+ year-old wealth management and financial services firm based in Chandigarh, serving HNI and affluent clients.

We are looking for an experienced client-facing qualified from Banking / Priority Banking / Wealth Management to join our team as a Wealth Manager.

- 100% Office-Based
- No Field Work
- No Cold Calling
- Inbound & Existing Clients

Key Responsibilities

- Manage relationships with HNI and affluent clients
- Conduct client meetings through Zoom and digital platforms
- Understand client investment requirements
- Provide mutual fund advisory SIP, STP, SWP & Lump Sum
- Review client portfolios and recommend suitable solutions
- Build long-term client relationships
- Deliver a premium client experience

Ideal Candidate We especially welcome applications from:

- Banking Relationship Managers
- Priority / Preferred / Privilege Banking RMs
- Wealth Managers
- HNI / Affluent Relationship Managers
- Private Banking professionals
- Mutual Fund / AMC professionals




- Stock Broking / Wealth Management professionals

Requirements:

- 5 - 10 years of experience in banking / AMC or Broking
- Strong professional English communication
- Confident and polished personality
- Excellent client-handling and relationship-building skills
- HNI / affluent client experience preferred
- Graduate / Postgraduate mandatory
- NISM preferred, not mandatory
- Chandigarh / Mohali / Panchkula candidates preferred

Women returning to work are welcome

What We Offer

- Up to 40,000/month (Negotiable)
- No Field Work / No Cold Calling
- Inbound & Existing Client Opportunities
- HNI Client Exposure
- Structured Working Hours
- 4th or 2nd Saturday Off
- Professional, Stable Work Environment
- AI-Driven Systems & Automated Workflows
- Direct Exposure to Senior Management
- Long-Term Career Growth

Working Hours: Mon to Fri: 8:50 AM - 5:30 PM

Saturday: 10:00 AM - 5:00 PM

4th or 2nd Saturday Off

Immediate Joiners Preferred | Notice Period Candidates Also Considered

Apply: [email protected]

Call / WhatsApp: 70823 77726

📌 Wealth Advisor - Mutual Funds | HNI Client (Chandigarh)
🏢 D R Share u0026 Stock Brokers
📍 Chandigarh