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AVP/Senior Wealth Advisor – HNI/UHNI Segment
4 weeks ago
Position: AVP/Senior Wealth Advisor – HNI/UHNI Segment
Location: Mumbai, India
Experience: 3–15 years in Wealth/Private Banking/Investment Advisory
CTC: As per industry standards (Expected revenue generation: 3x of fixed salary)
About the Role
We are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management team. This role is tailor-made for professionals who thrive in a high-performance, high-reward environment and want the freedom to offer truly client-centric solutions.
You will be responsible for acquiring and managing a book of high-net-worth and ultra-high-net-worth clients, curating investment strategies across all asset classes—from mainstream to alternative and unlisted—while contributing directly to firm revenue.
Key Responsibilities
Client Acquisition & Relationship Management
- Build and grow a high-quality client book through referrals, networks, and outreach
- Offer goal-based advisory tailored to client financial objectives and risk profiles
- Conduct periodic portfolio reviews and proactive rebalancing
Advisory & Open Product Architecture
- Provide access to a full suite of investment solutions:
- Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Unlisted Equity
- Maintain strong awareness of financial markets, macro trends, and product developments
- Ensure compliance with all regulatory and internal policies
Revenue & Business Development
- Target revenue generation of 3x fixed compensation via client acquisition
- Actively participate in firm-led client events, campaigns, and strategic initiatives
Who You Are
- A results-oriented professional with deep client empathy and an ownership mindset
- Proven track record of HNI/UHNI client management and revenue generation
- Excellent communication and relationship-building skills
- Strong knowledge of investment products across asset classes
- Comfortable working independently in a flexible, performance-driven environment
Educational Background:
- Bachelor’s degree in Finance, Economics, Commerce, or related field
- MBA or post-graduate qualification in Finance preferred but not mandatory
- NISM VA/XA/XB/CFP/CWM certifications are advantageous
What We Offer
- Complete flexibility in product offerings – advisory-first, not product-pushed, AUM building environment
- Entrepreneurial freedom with institutional-grade support in research, compliance, and execution
- Competitive fixed compensation and performance-linked incentive model
- Access to curated investment opportunities, including unlisted and structured products
