Investment Advisor

4 weeks ago

Delhi, India Truemind Capital Full time

We are looking for an experienced Investment Advisor/Wealth Manager professional with a background in wealth management, financial planning, and portfolio management.

The ideal candidate should have an existing HNI/UHNI client base and a proven track record of managing an AUM across Mutual Funds, AIFs, and PMS.

Roles and Responsibilities:

  • Acquire and manage HNI/UHNI clients for wealth management and investment advisory services.

  • Explain the financial planning, portfolio management, and investment management solutions of Truemind.

  • Conduct investor awareness sessions, prepare reports, and deliver presentations.

  • Educate potential clients about various investment services through online and offline meetings.

  • Drive new client acquisitions and maintain strong client relationships.

  • Stay updated on market trends, financial products, and regulatory changes.

Candidate Eligibility Criteria:

Residence: Delhi NCR

Education Qualification: CFA Charterholder/MBA(Finance)/CA

Education Background: Finance/Marketing

Work Experience (Yrs): Min. 3 Years & Max 8 Years in Wealth Management/Banking

Work Profile: Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, and financial planning

Communication: Good written and spoken English communication

Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset

Miscellaneous Details:

- No product selling targets. Only acquiring clients for wealth management and investment advisory services.

- Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home

- Work from Office Role; Meeting clients face to face when required

- You will be working directly with the founders in the core team

  • Must have experience in dealing with HNIs/UHNIs portfolios

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