Investment Adviser (HNI/UHNI) professional

Primeidea Ventures

1 - 2 years

1 - 2 Lacs

vadodara

Posted:16 hours ago| Platform:

Apply

Skills Required

wealth management networking investment advisory financial products portfolio analysis financial planning investment strategies advisory financial services client management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position: investment adviser hni uhni

Location: Vadodara, Gujarat, India

Department: Wealth Management / Investment Advisory

PrimeIdea Ventures is seeking a Investment Adviser (HNI/UHNI) to join our team.

Key Responsibilities

M.com / MS Finance / MBA in Finance or related field.

1-2 years of experience in Investment Advisory / Wealth Management / Financial Planning.

NISM Certificate required or willing to obtain within the joining period.

Key Responsibilities

Provide personalized investment advice and financial planning solutions to HNI and UHNI clients.

Design and implement goal-based financial plans considering client s risk appetite, time horizon, and financial objectives.

Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other financial products.

Manage and grow client relationships through consistent communication and portfolio reviews.

Acquire new clients through referrals, networking, and business development activities.

Stay updated on market trends, product knowledge, and regulatory guidelines.

Compensation & Benefits

Salary: 1,80,000 - 2,24,000 per annum

Incentives: Attractive performance-based incentives

Perks: Additional allowances and benefits

Note: Comprehensive training will be provided on various financial products, client management, and advisory techniques.

If you re passionate about the financial-services industry, enjoy building relationships, and thrive in a fast-paced B2B environment, we d love to hear from you!

To apply, please submit your resume and a brief cover letter.

More Jobs at Primeidea Ventures

Agency Coordinator - Female Candidate

Vadodara

1 - 3 yrs

INR 2 - 3 Lacs

Investment Adviser (HNI/UHNI) professional

vadodara

1.0 - 2.0 yrs

INR 1 - 2 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.