Investment Advisor Wealth Management

Hireginie Talent Cloud

4 - 9 years

10 - 20 Lacs

hyderabad gurugram delhi / ncr

Posted:3 weeks ago| Platform:

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Skills Required

investment advisory wealth management hni portfolio management investment strategies mutual fund priority banking investment management relationship manager private equity pms aif investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details on the role you may also whats up your resume on 7706031623

Job Title: CFP & Sr. Relationship Manager / Investment Advisor

Location:

About the Role:

Wealth & Investment Advisor

Key Responsibilities:

Manage and deepen relationships with HNI clients; act as a trusted financial advisor.
Create, implement, and monitor
comprehensive financial plans
(investment, tax, retirement, estate planning).
Optimize portfolios in line with SEBI guidelines and market trends.
Acquire new clients through networking and referrals; grow AUM.
Collaborate in developing tech-enabled financial planning tools.

Requirements:

Graduate in Finance/Economics/Business;
CFP/CFA/CA
preferred.
4-8 years
(Sr.) or
2-5 years
(Jr.) experience in
wealth management / financial planning.
Proven track record managing HNI portfolios and achieving AUM growth.
Strong understanding of
Indian financial products, tax laws & markets.
Excellent communication, analytical, and client-servicing skills.

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