Realty Assistant

3 weeks ago

Noida, India REALTY ASSISTANT PRIVATE LIMITED Full time

Role OverviewWe are seeking a high-performing Senior Wealth Manager/Portfolio Manager to join Capital Edge. The ideal candidate must have 7+ years of experience, a strong personal client portfolio, and a successful track record of advising on and selling high-ticket investments, especially across real estate and structured financial products, with exposure to HNI portfolios exceeding - 5 crore. The role is designed for an entrepreneurial professional seeking both strategic responsibility and financial upside.Key Responsibilities- Build, advise, and manage a portfolio of HNI/UHNI clients with a focus on real estate-centric investment strategies, diversified with real estate, mutual funds, PMS, AIFs, bonds, and structured notes.- Applicants must come with a pre-established personal client base of high-net-worth individuals who can be onboard under their advisory.- Utilize your existing client base to grow business and increase wallet share with each account.- Offer tailored investment advice across luxury real estate, REITs, commercial pre-leased assets, and financial instruments aligned with each client's risk-return appetite.- Regularly review and rebalance portfolios based on asset performance, market conditions, and client objectives.- Coordinate with research, legal, compliance, and product teams to ensure end-to-end delivery of high-quality advisory services.- Stay abreast of macroeconomic trends, product innovations, tax policies, and real estate cycles that impact client wealth strategies.Candidate Profile- Minimum 7 years of relevant experience in wealth management, private banking, or investment advisory.- Proven ability to close high-value deals (- 5 Cr and above) with HNI/UHNI clientele.- Must bring a self-owned, active book of clients ready to engage through Capital Edge.- Deep knowledge of asset allocation, capital protection models, taxation, and financial planning.- Strong understanding of regulatory environments, including SEBI, RERA, and RBI.- Professional certifications such as CFP, CFA (L1/L2), NISM XA/XB preferred.Key Skills- Wealth & Portfolio Management- High-Value Sales & Client Acquisition- Real Estate Investment Advisory- Structured Products & Financial Planning- Compliance & Risk Management- HNI/UHNI Client Relationship Management- Taxation & Succession Planning StrategiesCompensation & Incentives- Competitive fixed salary- Attractive, multi-tiered incentive plan tied to AUM growth, deal closures, and client onboarding- Quarterly and annual performance bonuses- Wealth creation opportunity via internal investment products and profit-sharing models (ref:iimjobs.com)

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