AVP/Senior Wealth Advisor – HNI/UHNI Segment

4 weeks ago

New Delhi, India SMIFS Wealth Management Ltd Full time

Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe 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 ResponsibilitiesClient 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 rebalancingAdvisory & 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 policiesRevenue & Business Development- Target revenue generation of 3x fixed compensation via client acquisition - Actively participate in firm-led client events, campaigns, and strategic initiativesWho 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 environmentEducational 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 advantageousWhat 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

  • Wealth Advisor

    10 hours ago

    New Delhi, India M S Wealth Full time

    *Position: Wealth Advisor*Location: On-site:South DelhiCompany: 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...

  • Wealth Manager

    2 days ago

    New Delhi, India KG Engineering & Consultancy Full time

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Wealth Manager

    3 weeks ago

    New Delhi, India KG Engineering & Consultancy Full time

    Location:Mumbai Experience:Minimum 5 years in wealth/channel management Notice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’ Offer...

  • Wealth Manager

    4 weeks ago

    New Delhi, India KG Engineering & Consultancy Full time

    Location: MumbaiExperience: Minimum 5 years in wealth/channel managementNotice Period / Gap: Up to 15 daysKey Responsibilities:- Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore - Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’ -...

  • Wealth Manager

    4 days ago

    Delhi, India KG Engineering & Consultancy Full time

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    3 weeks ago

    New Delhi, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details:Grade:[SM/AVP/DVP] Maximum CTC:[11L - 30L] Location:[Lower Parel] Position: [2]The purpose of this role is to guide and motivate the team of...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    New Delhi, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    2 weeks ago

    New Delhi, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...

  • Senior Vice President of Wealth Management

    3 days ago

    New Delhi, India Banking and NBFC job Full time

    Urgent Mandate: VP/SVP Wealth Management with well reputed NBFCLocation: Chennai & Bengaluru, Local candidates preferredOnly candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience.Candidates having experience in Operation, analytics, please do not apply for this role.CTC:...

  • Private Wealth Manager

    2 days ago

    New Delhi, India TekPillar® Full time

    Location: Bangalore / Chennai / HyderabadExperience: 15+ Years in Private Wealth ManagementCTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...