AVP/Senior Wealth Advisor – HNI/UHNI Segment

5 days 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 Management- Build and grow a high-quality client book through referrals, networks, and outreach- Offer goal-based advisory tailored to client financial objectives and risk profiles- Conduct periodic portfolio reviews and proactive rebalancingAdvisory & Open Product Architecture- Provide access to a full suite of investment solutions:- Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Unlisted Equity- Maintain strong awareness of financial markets, macro trends, and product developments- Ensure compliance with all regulatory and internal policiesRevenue & Business Development- Target revenue generation of 3x fixed compensation via client acquisition- Actively participate in firm-led client events, campaigns, and strategic initiativesWho You Are- A results-oriented professional with deep client empathy and an ownership mindset- Proven track record of HNI/UHNI client management and revenue generation- Excellent communication and relationship-building skills- Strong knowledge of investment products across asset classes- Comfortable working independently in a flexible, performance-driven environmentEducational Background:- Bachelor’s degree in Finance, Economics, Commerce, or related field- MBA or post-graduate qualification in Finance preferred but not mandatory- NISM VA/XA/XB/CFP/CWM certifications are advantageousWhat We Offer- Complete flexibility in product offerings – advisory-first, not product-pushed, AUM building environment- Entrepreneurial freedom with institutional-grade support in research, compliance, and execution- Competitive fixed compensation and performance-linked incentive model- Access to curated investment opportunities, including unlisted and structured products

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