Financial Advisor

4 weeks ago

Pune, India PrimeWealth Full time
About 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 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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