Wealth Advisor

2 days ago

New Delhi, India M S Wealth Full time

*Position: Wealth Advisor*
Location: On-site:
South Delhi
Company: M S Wealth
*About Us:*
M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves high-net-worth and ultra-high-net-worth clients, focusing on transparent advice, long-term wealth creation, and trust-based relationships.
*Role Overview:*
We are seeking an experienced Wealth Advisor to join our on-site South Delhi office. The role involves client acquisition, investment advisory, and relationship management, with a focus on growing assets under management (AUM) and achieving defined business goals.
*Key Responsibilities:*
Build, manage, and expand relationships with HNI and UHNI clients.
Distribute a wide range of third-party investment and insurance products.
Understand client goals and risk profiles to recommend suitable financial solutions.
Conduct regular portfolio reviews and ensure a high level of client satisfaction.
Achieve monthly and annual AUM and revenue targets.
Collaborate with research, operations, and compliance teams for seamless execution.
*Desired Profile:*
Minimum 4–5 years of experience in a reputed wealth management or financial advisory firm.
Proven record of client acquisition and portfolio management.
Sound knowledge of financial markets and investment products.
Excellent communication, analytical, and interpersonal skills.
Self-motivated, ethical, and target-oriented professional.
*Qualifications:*
CA, CFA, CFP, or MBA (Finance) preferred.
Bachelor’s or Master’s degree in Finance, Commerce, or Economics required.
*Compensation:*
Competitive fixed salary with performance-linked incentives and long-term career growth opportunities.
*How to Apply:*
Send your résumé to info@fmtledu.com with the subject line “Application – Wealth Advisor (South Delhi)”.
*Equal Opportunity Statement:*
M S Wealth is an equal-opportunity employer. We welcome applications from all qualified individuals regardless of gender, age, religion, disability, or background.

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