Financial advisor
4 hours ago
About Us Prime Wealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in unreasonable hospitality, discretion, and long-term relationships, not transactions. Role Overview As a Lead Advisor, you will be the primary face of the firm for a select group of high-net-worth NRI families. This role requires more than financial knowledge—it demands empathy, relationship-building, and trust creation with clients spread across geographies. You will lead the financial advisory process end-to-end, supported by a strong team of Associate Planners, Operations, and CA partners. Key Responsibilities Client Advisory & Relationship Ownership • Act as the dedicated advisor for assigned NRI families, ensuring high-touch, trust-based engagement. • Design and implement customized strategies for wealth creation, retirement planning, estate structuring, and tax optimization. • Regularly update clients on market outlook, regulation changes (FEMA, DTAA, taxation), and investment performance. • Host structured review meetings (quarterly/half-yearly) and provide continuous, proactive advice. Financial Planning & Investment Strategy • Develop goal-based financial plans using advanced planning tools. • Recommend and monitor investments across mutual funds, PMS, offshore structures, NRE/NRO FDs, and other regulated avenues. • Ensure portfolios are optimized for risk, liquidity, and cross-border tax efficiency. • Work closely with internal research and operations teams to deliver seamless execution and reporting. Leadership & Collaboration • Mentor and guide Associate Planners in preparing client deliverables. • Review plans and proposals before presenting to clients. • Collaborate with CA partners, legal advisors, and other ecosystem experts to deliver holistic solutions. Firm Growth & Representation • Represent the firm at client events, webinars, and exclusive networking forums. • Contribute to thought-leadership content (articles, videos, webinars) alongside the leadership team. • Support client acquisition by leveraging referrals and professional networks. Desired Skills & Competencies • Deep knowledge of NRI investment avenues, taxation, FEMA, and DTAA regulations. • Strong communication skills with the ability to explain complex concepts in simple, trust-building language. • High emotional intelligence, client-first mindset, and strong ethical values. • Proven ability to manage relationships with HNI/UHNI clients. • Comfortable working in a boutique setup where quality > quantity. Qualifications • Graduate/Postgraduate in Finance, Economics, or related fields. • CFP, CFA, or CA qualification preferred. • Minimum 3–5 years of experience in wealth management, private banking, or investment advisory. • AMFI/NISM certifications (or willingness to obtain immediately).
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Financial Advisor
2 weeks ago
Pune, Maharashtra, India Smiles Placements Full time ₹ 15,00,000 - ₹ 28,00,000 per yearFOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profileTHE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC ABLE...
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Financial Advisor
2 days ago
Pune, India Smiles Placements Full timeFOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profile THE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC...
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Financial Advisor
4 days ago
Pune, Maharashtra, India PrimeWealth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
22 hours ago
Pune, India PrimeWealth Full timeAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
12 hours ago
pune, India PrimeWealth Full timeAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
5 hours ago
Pune, India PrimeWealth Full timeAbout Us PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
2 weeks ago
Pune, Maharashtra, India Triumph Advisors LLP Full timeWe are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....
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Financial Advisor
2 weeks ago
Pune, Maharashtra, India Triumph Advisors LLP Full timeWe are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....
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▷ Apply in 3 Minutes! Financial Advisor
8 hours ago
Pune, India PrimeWealth Full timeAbout Us PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Pune, India Morpheus Human Consulting Full timeJob Title: Equity Advisor - Financial/ Broking Services - Pune Job Description: Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to blossom into an 8600+ member team. Today they are a...
