Merisis Advisors - Senior Relationship Manager - Wealth Management - CA/IIM/ISB/MDI/FMS

Who are we

Merisis Group is a boutique financial services group with a strong presence in both investment banking and wealth management. We specialise in high-impact financial solutions for HNIs, CXOs, and entrepreneurs, with over a decade of expertise across growth-stage fundraising, M&A, and curated wealth strategies. Our wealth management arm - Merisis Wealth - delivers bespoke portfolio management, alternative investments, Private Market Products, Exclusive opportunities, and comprehensive financial planning.

The Opportunity

We are looking for a candidate with experience in the Private Banking and PCG space with a strong desire for autonomy and ownership. Our platform supports your role as a credible, trusted partner to your clients - Founders, CXOs & UHNW - while enabling you to operate without the limitations of a traditional banker. Our product suite includes a wide and unique array of products, including exclusive Private Market opportunities, allowing you to develop truly customised wealth strategies for your clients.

What You'll Be Doing

• Advise clients on Investments, collaborate with Research & Advisory teams to develop and implement sophisticated investment solutions, and provide thought leadership on asset allocation and portfolio strategy.
• Prospect & Develop Relationships with HNIs/UHNIs/NRIs, identifying Prospective Clients for new partnerships. Create value and grow revenue through new client acquisitions while also focusing on retaining long-term client relationships.
• Stay up-to-date regarding Global Market Trends & Unique Investment Opportunities
• Identify PMS (Portfolio Management Services), AIF (Alternative Investment Funds), & Private Equity opportunities that would meet the client's risk tolerance and desired outcomes
• Conduct Comprehensive Risk Profiling for each client. All recommendations being made should be based on each client's specific financial appetite and comply with regulatory requirements.

What we are looking for

• You have 8-18 years of experience in Investment Advisory or Wealth Management, preferably with global/domestic private banks or leading wealth platforms.
• You currently manage a portfolio of 50+ HNI/UHNI/NRI clients and are accustomed to driving investment discussions at 50L+ ticket sizes.
• You possess high financial acumen and have established trust with promoters, business owners, and senior professionals.
• You have a background in wealth products, including Debt and Equity PMS, AIFs (CAT 1, CAT 2, CAT 3), Private Credit Funds, Mutual Funds, Insurance, etc, Individually or client-based.
• Should have NISM VA certification.

Educational Qualifications

MBA or CA from a premium institute with all relevant certifications.

Why Merisis?

• Ownership: Greater control over your client relationships and strategy.
• Access: Exposure to differentiated investment opportunities beyond the standard market.
• Incentives: A highly competitive earning potential directly aligned with your long-term growth and performance.
• Earning Potential: Lucrative incentives
• Independence: Full partnership and opportunity to work independently
• Dependable Results: A history of creating superior-quality financial service products through years of experience.