Wealth Relationship Manager/Investment Advisor

Wealth Relationship Manager/Investment Advisor

Description: Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.

Job Title: CFP & Relationship Manager / Investment Advisor

Experience: 2 to 8 years in financial planning and wealth management

Education: Graduate (CFP / CFA / CA preferred)

Location: Gurgaon

About the Role:

We are seeking a motivated and experienced Investment Advisor & Relationship Manager with a strong background in financial planning and wealth management. In this dual role, you will act as a trusted advisor to clients, providing holistic, goal-based financial solutions while nurturing long-term relationships.

engagement.The ideal candidate will possess a solid understanding of the Indian financial markets, regulatory framework, and client expectations. You will be responsible for delivering personalized financial advice, managing client portfolios, and contributing to business growth through relationship-led engagement.

Key Responsibilities:

Client Relationship Management:

- Build and manage strong, trust-based relationships with affluent and high-net-worth clients.

- Serve as the primary point of contact for all client financial needs.

- Proactively engage with clients to understand changing goals, resolve concerns, and provide customized advice.

- Identify opportunities to deepen relationships through cross-selling, referrals, and value-added services.

Financial Planning & Advisory:

- Conduct detailed financial assessments including cash flow planning, investments, tax planning, retirement, and estate planning.

- Design and present comprehensive, goal-oriented financial plans aligned with client risk profiles.

- Periodically review and rebalance portfolios based on market conditions, regulatory changes, and life events.

- Ensure portfolios are optimized for tax efficiency and long-term growth in compliance with SEBI guidelines.

- Lead and contribute to the development of a tech-first financial planning product aimed at DIY users.

Business Development:

- Leverage personal networks and relationship skills to acquire new clients and increase AUM.

- Represent the firm at industry events, seminars, and networking forums to enhance brand visibility.

Requirements:

Qualifications:

- Bachelors degree in Finance, Economics, Business Administration, or a related field.

- CFP, CFA, NISM, or similar certifications will be an added advantage.

Experience:

- Minimum 2 years of experience in financial planning or wealth management in India.

- At least 2 years of experience in a Relationship Manager or client-facing advisory role.

- Proven track record of managing HNI clients and growing AUM.

Skills & Competencies:

- Strong understanding of Indian financial products and tax structures (Mutual Funds, AIFs, PMS, ULIPs, REITs, etc.).

- Hands-on experience with financial planning tools and portfolio management software.

- Excellent communication and interpersonal skills with the ability to simplify complex financial concepts.

- Strong analytical skills in portfolio construction, risk assessment, and market analysis.

- Client-first mindset with a focus on trust, transparency, and long-term value creation.