Banyan Capital Advisors - Manager - Wealth Advisory

MANAGER - WEALTH ADVISORY
INTRODUCTION:
Banyan Capital Advisors (BCA) is a SEBI-registered leading Portfolio Management Services (PMS) company, established in 2012. Additionally, the firm received its Category III Alternative Investment Fund (AIF) license in April 2026.
BCA caters to the growing need of the high-net-worth investors (individuals, family offices and institutions) all over the world to invest in the Indian capital markets. Expertise, accountability and transparency are the hallmarks of the firm.
The key investment professionals at BCA have a combined experience of over 66 years in the capital markets and over 45 years in managing funds and this expertise has been developed over multiple business cycles since 1991.
As of June 2026, the firm manages approximately Rs. 675 crores in its PMS strategies and advises on another Rs. 450+ crores of assets.
JOB DESCRIPTION:

Based in New Delhi, the Manager - Wealth Advisory will oversee day-to-day advisory activities for select clients of the firm. The role involves team management, client relationship, portfolio monitoring, reporting, and coordination with internal and external stakeholders to ensure high-quality of product analyses and advice to the clients.
- Develop a deep understanding of clients financial goals and recommend suitable investment solutions.
- Demonstrate strong product expertise across PMS, Mutual Funds, AIFs, Fixed Income, PE/VC funds and other investment products.
- Conduct portfolio reviews and provide timely investment recommendations aligned with client objectives.
- Maintain accurate client records, investment documentation, and meeting notes.
- Support business development by identifying opportunities within existing client relationships.
- Ensure adherence to SEBI regulations, internal compliance policies, and advisory processes.
- Deliver a superior client experience through proactive communication and timely resolution of client queries.
QUALIFICATION:
- Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related discipline with an excellent academic record.
- 3-5 years of relevant experience in Wealth Management or Private Banking.
- Deep Product knowledge across PMS, Mutual Funds, AIFs, Fixed Income, Equities and other Wealth Management solutions, with a strong understanding of capital markets and asset allocation strategies.
- Proven experience in advising and managing relationships with UHNI clients.
- Excellent communication, presentation, relationship management skills.
- Strong analytical and problem-solving abilities with a client centric approach and high attention to detail.
- Advanced proficiency in MS Excel and MS Office.
- Ability to thrive in a collaborative, client-centric and fastpaced environment.
- Must have cleared CFA Level II exam and secured NISM Series X-B: Investment Advisor (Level 2) certification.
Salary: Competitive package based on relevant experience.\