Senior Investment Advisor - UHNI/Family Office

Role Overview

We are looking for an experienced Senior Investment Advisor to manage and advise Ultra HNI and Family Office clients. The ideal candidate should possess strong expertise in investment advisory, portfolio strategy, product positioning, and client engagement.

Experience

Minimum 12-15 years of relevant experience in Wealth Management, Private Banking, Family Office, or Investment Advisory.

Preferred Qualifications

• CFA / Chartered Accountant qualification preferred.
• MBA in Finance or related field would be an added advantage.

Key Responsibilities
1 . Manage and advise UHNI / Family Office clients on investment strategies and portfolio allocation.

• 2. Conduct large client meetings and investment discussions confidently.
• 3. Prepare and deliver pitch presentations, portfolio proposals, and periodic portfolio reviews.
• 4. Provide advisory across investment products, market opportunities, and asset allocation strategies.
• 5. Work closely with clients to understand financial objectives and provide customized investment solutions.
• 6. Support business growth through strong relationship management and advisory capabilities.

Key Skills

• Strong communication and presentation skills
• Client-facing and relationship management capabilities
• Deep understanding of investment products and portfolio management
• Ability to engage with sophisticated UHNI clients and Family Offices
• Strong analytical and market knowledge

Hemisha

Radiate Rays Consultancy