Client Wealth Partner HNI Advisory

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationships with clients for ongoing financial planning and portfolio reviews - Meet and exceed revenue and product penetration targets by executing a well-balanced product mix aligned with client needs - Stay updated with financial markets, product innovations, and compliance changes to provide actionable advice to clients **Qualifications Required:** - 4-10 years of experience in wealth management, private banking, or financial advisory - Solid understanding of mutual funds, life insurance, and investment planning - Strong interpersonal and communication skills - Client-first approach with ethical integrity - Certifications such as NISM, AMFI, or CFP are a plus BlissMoney Fintech Pvt. Ltd. is a fast-growing fintech-led wealth advisory platform that offers you the opportunity to work with ambitious clients and next-gen tools. The company provides a culture with long-term career pathways, merit-based growth, and leadership opportunities. If you are ready to shape the future of wealth in India, apply now or reach out to BlissMoney for more details.,