Wealth Advisor

9 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 high-net-worth and ultra-high-net-worth clients, focusing on transparent advice, long-term wealth creation, and trust-based relationships.*Role Overview:*We are seeking an experienced Wealth Advisor to join our on-site South Delhi office. The role involves client acquisition, investment advisory, and relationship management, with a focus on growing assets under management (AUM) and achieving defined business goals.*Key Responsibilities:*Build, manage, and expand relationships with HNI and UHNI clients.Distribute a wide range of third-party investment and insurance products.Understand client goals and risk profiles to recommend suitable financial solutions.Conduct regular portfolio reviews and ensure a high level of client satisfaction.Achieve monthly and annual AUM and revenue targets.Collaborate with research, operations, and compliance teams for seamless execution.*Desired Profile:*Minimum 4–5 years of experience in a reputed wealth management or financial advisory firm.Proven record of client acquisition and portfolio management.Sound knowledge of financial markets and investment products.Excellent communication, analytical, and interpersonal skills.Self-motivated, ethical, and target-oriented professional.*Qualifications:*CA, CFA, CFP, or MBA (Finance) preferred.Bachelor’s or Master’s degree in Finance, Commerce, or Economics required.*Compensation:*Competitive fixed salary with performance-linked incentives and long-term career growth opportunities.*How to Apply:*Send your résumé to with the subject line “Application – Wealth Advisor (South Delhi)”.*Equal Opportunity Statement:*M S Wealth is an equal-opportunity employer. We welcome applications from all qualified individuals regardless of gender, age, religion, disability, or background.

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