AVP/Senior Wealth Advisor – HNI/UHNI Segment

22 hours ago

Mumbai, India SMIFS Wealth Management Ltd Full time
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

  • Urgent: AVP/Senior Wealth Advisor – HNI/UHNI Segment

    3 days ago

    Mumbai, India SMIFS Wealth Management Ltd Full time

    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...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    2 days ago

    Mumbai, 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...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    2 days ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    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 entrepreneurialWealth Advisorto join our fast-growing private wealth management...

  • AVP/Senior Wealth Advisor

    2 days ago

    Mumbai, India SMIFS Wealth Management Ltd Full time

    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...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    2 days ago

    Mumbai, India SMIFS Wealth Management Ltd Full time

    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 RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    1 day ago

    mumbai, India SMIFS Wealth Management Ltd Full time

    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 RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    22 hours ago

    Mumbai, India SMIFS Wealth Management Ltd Full time

    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...

  • Senior Associate

    2 days ago

    Mumbai, India SMIFS Wealth Management Ltd Full time

    Position : AVP/Senior Wealth Advisor – HNI/UHNI Segment Location : Mumbai, India Experience : 3–15 years in Wealth/Private Banking/Investment Advisory 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...

  • Senior Wealth Strategist

    2 weeks ago

    Delhi, Mumbai, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,10,000

    Job OverviewAbout this Role:We are seeking an experienced Relationship Manager/Wealth Advisor to cater to High Net Worth Individuals (HNI), Ultra HNI, and Family Office segments.Responsibilities:Develop and maintain long-term, trust-based relationships with HNI and UHNI clients.Understand client requirements and provide strategic advice across a wide...

  • Wealth Management Advisor

    5 days ago

    Mumbai, India ProHreach Hiring Solution Full time

    Job Title: Senior Relationship Manager- Wealth Management Solutions Location: Mumbai - (with Travel) Role Overview: We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,...