Private Wealth Advisor

3 weeks ago

Chennai, Tamil Nadu, India PrimeInvestor Full time

Position: Portfolio Management Services - Wealth Advisor

Key Responsibilities

Client Acquisition & Onboarding

  • Engage with qualified HNI leads
  • Conduct comprehensive discovery calls to understand investment objectives, risk tolerance, investment horizon, and financial goals
  • Present and explain PrimeInvestor's PMS strategies
  • Analyze prospects' existing investment portfolios and recommend optimal PMS strategy alignment, and thus convert leads into clients
  • Guide prospects through the complete onboarding process, ensuring seamless account setup and documentation
  • Coordinate with operations team for KYC completion, account opening, and other activities compliant with regulatory requirements for client onboarding

Ongoing Client Advisory & Relationship Management

  • Monitor portfolio performance metrics for assigned client portfolios
  • Conduct regular portfolio review calls (quarterly/semi-annually) and provide strategic investment insights and address client queries
  • Maintain regular communication through scheduled calls, emails, and face-to-face meetings and also provide personalized investment advice based on changing client circumstances and market conditions
  • Facilitate interactions between high-value clients and portfolio managers when required

Business Development & Retention

  • Identify opportunities for additional investments from existing clients based on their financial capacity and goals
  • Achieve monthly, quarterly, and annual targets for new client acquisition and AUM growth
  • Generate referrals through exceptional client service and relationship building
  • Maintain detailed client interaction records and relationship mapping in CRM system

Operational Support & Client Service

  • Assist clients with operational processes including additional investments, redemptions, systematic withdrawals, and account modifications
  • Ensure timely resolution of client grievances and manage escalations effectively
  • Coordinate with back-office teams for smooth execution of client requests
  • Provide handholding support throughout the client lifecycle

Required Qualifications

Education & Experience

  • Bachelor's or post-graduate degree in any discipline (Finance, Economics, Commerce, or MBA preferred)
  • 4-7 years of proven experience in sales/advisory roles within wealth management, mutual funds, equities, or PMS. Experience in financial planning, investment advisory, and achieving business targets
  • Proven track record in HNI client relationship building and retention
  • Must have cleared NISM V-A certification. Additional preferred qualifications: NISM-Series-X-A (Level 1), NISM-Series-X-B (Level 2), or CFP

Skills & Competencies

  • Communication: Excellent verbal and written English communication skills (mandatory)
  • Languages: Working knowledge of Hindi and at least one regional language preferred

What We Offer

  • Competitive salary with performance-based incentives
  • Opportunity to work with high-net-worth clientele and industry-leading research team
  • Comprehensive training on PMS strategies and market insights
  • Career advancement opportunities within the organization

Interested candidates can submit their resume along with a cover letter highlighting their relevant experience in wealth management and client advisory to

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