Advisor/Analyst - HNI/UHNI Wealth Management

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.