AVP/Senior Wealth Advisor – HNI/UHNI Segment

12 hours ago

Mumbai, India SMIFS Wealth Management Ltd Full time

Position : AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation : Mumbai, IndiaExperience : 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC : As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management team. This role is tailor-made for professionals who thrive in a high-performance, high-reward environment and want the freedom to offer truly client-centric solutions.You will be responsible for acquiring and managing a book of high-net-worth and ultra-high-net-worth clients, curating investment strategies across all asset classes—from mainstream to alternative and unlisted—while contributing directly to firm revenue.Key ResponsibilitiesClient Acquisition & Relationship ManagementBuild and grow a high-quality client book through referrals, networks, and outreachOffer goal-based advisory tailored to client financial objectives and risk profilesConduct periodic portfolio reviews and proactive rebalancingAdvisory & Open Product ArchitectureProvide access to a full suite of investment solutions:Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Unlisted EquityMaintain strong awareness of financial markets, macro trends, and product developmentsEnsure compliance with all regulatory and internal policiesRevenue & Business DevelopmentTarget revenue generation of 3x fixed compensation via client acquisitionActively participate in firm-led client events, campaigns, and strategic initiativesWho You AreA results-oriented professional with deep client empathy and an ownership mindsetProven track record of HNI/UHNI client management and revenue generationExcellent communication and relationship-building skillsStrong knowledge of investment products across asset classesComfortable working independently in a flexible, performance-driven environmentEducational Background :Bachelor’s degree in Finance, Economics, Commerce, or related fieldMBA or post-graduate qualification in Finance preferred but not mandatoryNISM VA/XA/XB/CFP/CWM certifications are advantageousWhat We OfferComplete flexibility in product offerings – advisory-first, not product-pushed, AUM building environmentEntrepreneurial freedom with institutional-grade support in research, compliance, and executionCompetitive fixed compensation and performance-linked incentive modelAccess to curated investment opportunities, including unlisted and structured products

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