3 Days Left: Private Wealth Advisor

3 weeks ago

Chennai, Tamil Nadu, India PrimeInvestor Full time
Position: Portfolio Management Services - Wealth Advisor

Key Responsibilities

Client Acquisition & Onboarding

- Engage with qualified HNI leads
- Conduct comprehensive discovery calls to understand investment objectives, risk tolerance, investment horizon, and financial goals
- Present and explain PrimeInvestor's PMS strategies
- Analyze prospects' existing investment portfolios and recommend optimal PMS strategy alignment, and thus convert leads into clients
- Guide prospects through the complete onboarding process, ensuring seamless account setup and documentation
- Coordinate with operations team for KYC completion, account opening, and other activities compliant with regulatory requirements for client onboarding

Ongoing Client Advisory & Relationship Management

- Monitor portfolio performance metrics for assigned client portfolios
- Conduct regular portfolio review calls (quarterly/semi-annually) and provide strategic investment insights and address client queries
- Maintain regular communication through scheduled calls, emails, and face-to-face meetings and also provide personalized investment advice based on changing client circumstances and market conditions
- Facilitate interactions between high-value clients and portfolio managers when required

Business Development & Retention

- Identify opportunities for additional investments from existing clients based on their financial capacity and goals
- Achieve monthly, quarterly, and annual targets for new client acquisition and AUM growth
- Generate referrals through exceptional client service and relationship building
- Maintain detailed client interaction records and relationship mapping in CRM system

Operational Support & Client Service

- Assist clients with operational processes including additional investments, redemptions, systematic withdrawals, and account modifications
- Ensure timely resolution of client grievances and manage escalations effectively
- Coordinate with back-office teams for smooth execution of client requests
- Provide handholding support throughout the client lifecycle

Required Qualifications

Education & Experience

- Bachelor's or post-graduate degree in any discipline (Finance, Economics, Commerce, or MBA preferred)
- 4-7 years of proven experience in sales/advisory roles within wealth management, mutual funds, equities, or PMS. Experience in financial planning, investment advisory, and achieving business targets
- Proven track record in HNI client relationship building and retention
- Must have cleared NISM V-A certification. Additional preferred qualifications: NISM-Series-X-A (Level 1), NISM-Series-X-B (Level 2), or CFP

Skills & Competencies

- Communication: Excellent verbal and written English communication skills (mandatory)
- Languages: Working knowledge of Hindi and at least one regional language preferred

What We Offer

- Competitive salary with performance-based incentives
- Opportunity to work with high-net-worth clientele and industry-leading research team
- Comprehensive training on PMS strategies and market insights
- Career advancement opportunities within the organization

Interested candidates can submit their resume along with a cover letter highlighting their relevant experience in wealth management and client advisory to jobs@primeinvestor.in

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