Financial Advisor

4 weeks 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).

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