Financial Advisor

14 hours ago

Pune, India PrimeWealth Full time

About Us


PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in unreasonable hospitality, discretion, and long-term relationships, not transactions.


Role Overview


As a Lead Advisor, you will be the primary face of the firm for a select group of high-net-worth NRI families. This role requires more than financial knowledge—it demands empathy, relationship-building, and trust creation with clients spread across geographies. You will lead the financial advisory process end-to-end, supported by a strong team of Associate Planners, Operations, and CA partners.


Key Responsibilities


Client Advisory & Relationship Ownership

• Act as the dedicated advisor for assigned NRI families, ensuring high-touch, trust-based engagement.

• Design and implement customized strategies for wealth creation, retirement planning, estate structuring, and tax optimization.

• Regularly update clients on market outlook, regulation changes (FEMA, DTAA, taxation), and investment performance.

• Host structured review meetings (quarterly/half-yearly) and provide continuous, proactive advice.


Financial Planning & Investment Strategy

• Develop goal-based financial plans using advanced planning tools.

• Recommend and monitor investments across mutual funds, PMS, offshore structures, NRE/NRO FDs, and other regulated avenues.

• Ensure portfolios are optimized for risk, liquidity, and cross-border tax efficiency.

• Work closely with internal research and operations teams to deliver seamless execution and reporting.


Leadership & Collaboration

• Mentor and guide Associate Planners in preparing client deliverables.

• Review plans and proposals before presenting to clients.

• Collaborate with CA partners, legal advisors, and other ecosystem experts to deliver holistic solutions.


Firm Growth & Representation

• Represent the firm at client events, webinars, and exclusive networking forums.

• Contribute to thought-leadership content (articles, videos, webinars) alongside the leadership team.

• Support client acquisition by leveraging referrals and professional networks.



Desired Skills & Competencies

• Deep knowledge of NRI investment avenues, taxation, FEMA, and DTAA regulations.

• Strong communication skills with the ability to explain complex concepts in simple, trust-building language.

• High emotional intelligence, client-first mindset, and strong ethical values.

• Proven ability to manage relationships with HNI/UHNI clients.

• Comfortable working in a boutique setup where quality > quantity.



Qualifications

• Graduate/Postgraduate in Finance, Economics, or related fields.

• CFP, CFA, or CA qualification preferred.

• Minimum 3–5 years of experience in wealth management, private banking, or investment advisory.

• AMFI/NISM certifications (or willingness to obtain immediately).

  • Financial Advisor

    2 weeks ago

    Pune, Maharashtra, India Smiles Placements Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    FOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profileTHE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC ABLE...

  • Financial Advisor

    2 days ago

    Pune, India Smiles Placements Full time

    FOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profile THE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC...

  • Financial Advisor

    3 days ago

    Pune, Maharashtra, India PrimeWealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

  • Financial Advisor

    4 hours ago

    pune, India PrimeWealth Full time

    About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

  • Financial Advisor

    2 weeks ago

    Pune, Maharashtra, India Triumph Advisors LLP Full time

    We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

  • Financial Advisor

    2 weeks ago

    Hinjewadi, Pune, Maharashtra, India Yoddhaa Defence Institute Full time ₹ 4,20,000 - ₹ 4,80,000 per year

    Role Overview -We are seeking an experienced and highly knowledgeable Financial Advisor with 10–15 years of proven expertise in financial planning, investment management, and wealth advisory services. The role requires a seasoned professional who can manage high-value clients, provide strategic financial guidance, and contribute to the growth of the...

  • Financial Advisor

    2 weeks ago

    Pune, Maharashtra, India Triumph Advisors LLP Full time

    We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

  • Equity Advisor-financial/broking Services-pune

    7 days ago

    Pune, India Morpheus Human Consulting Full time

    Job Title: Equity Advisor - Financial/ Broking Services - Pune Job Description: Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to blossom into an 8600+ member team. Today they are a...

  • Senior Financial Governance Advisor

    6 days ago

    Pune, Maharashtra, India beBeeFinancialGovernance Full time ₹ 40,00,000 - ₹ 80,00,000

    Financial Governance ExpertA hospital consolidation platform is seeking a seasoned financial governance expert to oversee the due diligence process and ensure the financial integrity of acquisitions.The ideal candidate will have a strong background in statutory audits, experience with internal controls and compliance audits, and knowledge of healthcare M&A...

  • Financial Advisor

    2 weeks ago

    Pune, India AN financial services Full time

    Graduation compulsory. Experience in BFSI sector added advantage. Retired person, housewife are welcome. **Job Types**: Full-time, Part-time, Freelance, Fresher **Salary**: From ₹30,000.00 per month **Benefits**: - Work from home Schedule: - Day shift - Flexible shift - Monday to Friday Supplemental pay types: - Joining bonus - Performance bonus -...