Advisor/Analyst - HNI/UHNI Wealth Management
Stock Market Trading Asset & Wealth Management
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Job Description
Wealth Management HNI Advisor
Responsible for acquiring, managing, and growing relationships with High Net Worth Individuals (HNIs) and Ultra-HNIs (UHNIs), typically with financial assets of - 1 crore and above.
Key Responsibilities:
- Develop and implement tailored financial plans covering wealth creation, preservation, and enhancement.
- Advise on diverse investment products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), structured products, real estate, and insurance.
- Conduct in-depth analysis of client risk profiles, financial goals, and tax considerations.
- Proactively identify new clients and expand wallet share through cross-selling of wealth solutions.
- Ensure compliance with KYC, SEBI, and other regulatory requirements.
Requirements:
- 4-10 years of experience in wealth management, private banking, or financial advisory.
- Strong product knowledge and proven ability to manage HNI portfolios.
- MBA, CFA, or certifications like AMFI, IRDAI, or BCSBI are preferred.
- Excellent communication, relationship management, and negotiation skills.
Skills
Wealth ManagementPrivate BankingBankingBFSI SalesPortfolio ManagementCFAPmsAmfiFinancial AdvisoryInvestment ProductsManagement ServicesPortfolio Management ServicesSellingWealth ManagementCfaIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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