Wealth Management Advisor

Job Title: Relationship Manager & Advisor- High-Net-Worth

Experience: 4-8 years in financial planning and wealth management advisory

Education: Graduate, CFP/CFA/CA preferred

Locations: Gurgaon

About The Role:

We are seeking an experienced and driven Senior Relationship Manager & Investment Advisor who will play a dual role of trusted financial planner and relationship builder. This role involves developing personalized financial strategies for high-net-worth clients while driving business growth. The ideal candidate will have a strong understanding of the Indian financial market, regulatory frameworks, and client-centric advisory services.

Key Responsibilities

1. Client Relationship Management:

- Serve as the primary point of contact for affluent and high-net-worth clients.

- Build long-term, trust-based relationships by understanding client goals, financial needs, and preferences.

- Proactively engage with clients to provide tailored financial guidance and address evolving requirements.

- Identify and act on opportunities to cross-sell services, deepen existing relationships, and generate referrals.

2. Financial Planning & Advisory:

Conduct detailed financial assessments, covering:

- Cash flow analysis

- Tax optimization

- Retirement planning

- Estate planning

- Investment planning

- Create and present comprehensive, goal-aligned financial plans.

- Continuously monitor and review financial strategies, adjusting based on life events, market dynamics, and regulatory updates.

- Ensure portfolio optimization with a focus on tax efficiency and long-term wealth creation, aligned with SEBI guidelines.

- Take the lead on developing a tech-enabled DIY financial planning tool for self-directed users.

3. Business Development:

- Leverage existing client network and relationship-building acumen to expand client base and AUM (Assets Under Management).

- Represent the organization at industry events, networking forums, and client seminars to enhance visibility and acquire prospects.

Candidate Requirements

Qualifications:

- Bachelor's degree in Finance, Economics, Business Administration, or related field.

- Professional certifications such as CFP, CFA, CA, or NISM-qualified candidates are preferred.

Experience:

- Minimum 4 years of experience in financial planning and wealth management.

- At least 2 years in a client-facing role as a Relationship Manager in financial advisory, private banking, or wealth management.

- Proven track record of managing HNI client relationships and growing assets under management.

Skills & Competencies:

- Deep understanding of Indian financial instruments such as mutual funds, ULIPs, PMS, REITs, etc.

- Familiarity with financial planning tools and software platforms.

- Strong analytical, interpersonal, and communication skills.

- Ability to explain complex investment strategies in a clear, client-friendly manner.

- Client-first approach with a demonstrated ability to build trust and long-term value.