CFP & Relationship Manager / Investment Advisor

Location: Gurgaon

Experience: 2–6 Years

Education: Graduate; CFP / CFA / CA preferred

Role Summary

We are seeking an experienced Investment Advisor / Relationship Manager to act as a trusted financial partner for HNI clients. The role involves delivering holistic financial planning, managing client portfolios, and building long-term client relationships in a tech-driven environment.

Key Responsibilities

• Manage and grow relationships with affluent / HNI clients
• Provide end-to-end financial planning (investments, tax, retirement, estate planning)
• Design and review personalized financial plans aligned with client goals
• Manage and optimize portfolios in line with SEBI guidelines
• Acquire new clients and grow AUM through referrals and networking
• Contribute to building a tech-first financial planning product

Requirements

• 2+ years’ experience in financial planning & wealth management
• Proven relationship management and AUM growth experience
• Strong knowledge of Indian financial products (MFs, PMS, AIFs, ULIPs, REITs)
• Excellent communication and client-handling skills
• CFP / CFA / NISM certification preferred