Client Wealth Partner - HNI Advisory

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be an integral part of our Bangalore team, dedicated to catering to the needs of high-net-worth clients. With 4-10 years of experience in Financial Services, Wealth Management, or Fintech industry, you will be responsible for acquiring, advising, and managing clients by providing customized wealth solutions to support their long-term financial objectives. Your primary focus will be on client acquisition and business growth by identifying and onboarding new HNI clients through various networking channels and strategic approaches. Furthermore, you will play a crucial role in expanding our private client base while delivering personalized wealth advisory services. This entails understanding client goals, risk profiles, and recommending suitable investment solutions including Mutual Funds, SIPs, Term Insurance, Retirement Plans, and more. Building and nurturing long-term relationships with clients will be key to your success in this role. Acting as the primary point of contact, you will be responsible for ongoing financial planning and portfolio reviews, ensuring a high level of client satisfaction. Meeting and surpassing revenue targets and product penetration goals will also be part of your responsibilities, along with maintaining a well-balanced product mix tailored to client needs. Staying abreast of financial markets, product innovations, and compliance changes will be essential. You will need to translate market insights into actionable advice for clients, showcasing your expertise in wealth management, private banking, or financial advisory. Strong interpersonal skills, communication abilities, and a client-first approach with ethical integrity are vital attributes for this role. Possessing certifications such as NISM, AMFI, or CFP would be advantageous. At BlissMoney, you will have the opportunity to be part of a fast-growing fintech-led wealth advisory platform, working with ambitious clients and cutting-edge tools. Our culture offers long-term career pathways, merit-based growth, and leadership opportunities. If you are ready to contribute to shaping the future of wealth management in India, we invite you to apply or reach out to us for more information. Join us in revolutionizing wealth management by sending your application to hr@blissmoney.in or visit www.blissmoney.in for further details.,