Wealth Advisor

3 weeks 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.

  • Wealth Advisor

    3 weeks 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...

  • Wealth Advisor

    3 weeks 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...

  • Wealth Advisor

    2 weeks ago

    New Delhi, India M S Wealth Full time

    *Position: Wealth Advisor* Location: On-site: South Delhi Company: 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...

  • Requirement for Wealth Advisor in Brokering Firm

    3 days ago

    Mayur Vihar, Delhi, Delhi, India NIFM Educational Institutions Full time

    Regards HR EWAL. **Salary** **- 3.1 LPA - 4.2 LPA **Industry** **- Brokering house, brokering firm, share market, bank and finance, security market **Role/Position** **- Job opening for wealth advisor **Keyskills** **Good oral /written communication skills Qualification: Minimum Graduate (CFP / Financial Planning Certification Preferred **No. of...

  • Wealth Manager

    6 days ago

    New Delhi, India Arihant Capital Markets Ltd Full time

    Arihant Capital is Growing — and We’re Building the Future of Wealth ManagementIn a market where trust, speed, and expertise matter more than ever, Arihant Capital continues to expand its footprint as one of India’s most respected financial services institutions. With 900+ investment centers and over three decades of market leadership, our mission has...

  • Wealth Management Manager

    3 weeks ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs) , providing tailored investment advice, and delivering comprehensive financial solutions that align with each client’s goals and...

  • Wealth Management Manager

    2 weeks ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs) , providing tailored investment advice, and delivering comprehensive financial solutions that align with each client’s goals and...

  • Wealth Manager

    7 days ago

    New Delhi, India Arihant Capital Markets Ltd Full time

    Arihant Capital is Growing — and We’re Building the Future of Wealth ManagementIn a market where trust, speed, and expertise matter more than ever, Arihant Capital continues to expand its footprint as one of India’s most respected financial services institutions. With 900+ investment centers and over three decades of market leadership, our mission has...

  • Wealth Manager

    2 days ago

    New Delhi, India Arihant Capital Markets Ltd Full time

    Arihant Capital is Growing — and We’re Building the Future of Wealth ManagementIn a market where trust, speed, and expertise matter more than ever, Arihant Capital continues to expand its footprint as one of India’s most respected financial services institutions. With 900+ investment centers and over three decades of market leadership, our mission has...

  • Team Lead- Wealth Management

    5 days ago

    Gurugram, New Delhi, Noida, India Skywings Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Team Leader – Wealth Managers / AdvisorsLocation: Dwarka- DelhiExperience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing* Mutual Funds, Insurance, PMS sales* NISM/CFP preferred Call