Wealth Management Advisor

About The Job

Job Title: Relationship Manager & Advisor- High-Net-Worth

Experience: 4-8 years in financial planning and wealth management advisory

Education: Graduate, CFP/CFA/CA preferred

Locations: Gurgaon

About The Role:

Senior Relationship Manager & Investment Advisor

Key Responsibilities

1. Client Relationship Management:

• Serve as the

  primary point of contact

  for affluent and high-net-worth clients.
• Build long-term,

  trust-based relationships

  by understanding client goals, financial needs, and preferences.
• Proactively engage with clients to provide

  tailored financial guidance

  and address evolving requirements.
• Identify and act on opportunities to

  cross-sell services

  , deepen existing relationships, and generate referrals.

2. Financial Planning & Advisory:

• Conduct detailed financial assessments, covering:
• Cash flow analysis
• Tax optimization
• Retirement planning
• Estate planning
• Investment planning
• Create and present

  comprehensive, goal-aligned financial plans

  .
• Continuously

  monitor and review financial strategies

  , adjusting based on life events, market dynamics, and regulatory updates.
• Ensure portfolio optimization with a focus on

  tax efficiency and long-term wealth creation

  , aligned with SEBI guidelines.
• Take the lead on

  developing a tech-enabled DIY financial planning tool

  for self-directed users.

3. Business Development:

• Leverage existing client network and relationship-building acumen to

  expand client base and AUM

  (Assets Under Management).
• Represent the organization at

  industry events, networking forums, and client seminars

  to enhance visibility and acquire prospects.

Candidate Requirements

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Professional certifications such as

  CFP, CFA, CA

  , or

  NISM-qualified

  candidates are preferred.

Experience:

• Minimum

  4 years of experience

  in financial planning and wealth management.
• At least

  2 years in a client-facing role

  as a Relationship Manager in financial advisory, private banking, or wealth management.
• Proven track record of

  managing HNI client relationships

  and growing assets under management.

Skills & Competencies:

• Deep understanding of Indian financial instruments such as

  mutual funds, ULIPs, PMS, REITs

  , etc.
• Familiarity with financial planning tools and software platforms.
• Strong

  analytical, interpersonal, and communication skills

  .
• Ability to explain complex investment strategies in a

  clear, client-friendly manner

  .
• Client-first approach with a

  demonstrated ability to build trust and long-term value

  .