Wealth Advisor

1 day ago

Mumbai Chennai Chandigarh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

Career Opportunities in Investment Advisory Services

Our organization is seeking an experienced and skilled investment advisor to cater to the needs of high net worth individuals.

  • To provide customized wealth advisory services to HNI clients, meeting their financial objectives and risk tolerance.
  • To recommend suitable investment products such as mutual funds, PMS, AIF, PE, SP, unlisted shares, bonds, direct equity, and equity advisory products.
  • To ensure timely delivery of investment advice and periodic review of client portfolios to ensure alignment with investment objectives.
  • To meet area-specific targets for AUM, investor acquisition, and AUM growth.

We are looking for a professional with 6+ years of experience in sales or wealth management, handling HNI clients. Team handling experience and a background in wealth management, banking, or investment counseling are preferred.

Location: Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

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