Senior Associate
2 days ago
Experience : 3–15 years in Wealth/Private Banking/Investment Advisory
We 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.
Client 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
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 policies
Target revenue generation of 3x fixed compensation via client acquisition
Excellent communication and relationship-building skills
Strong knowledge of investment products across asset classes
Comfortable working independently in a flexible, performance-driven environment
Bachelor’s degree in Finance, Economics, Commerce, or related field
MBA or post-graduate qualification in Finance preferred but not mandatory
Complete flexibility in product offerings – advisory-first, not product-pushed, AUM building environment
Competitive fixed compensation and performance-linked incentive model
Access to curated investment opportunities, including unlisted and structured products
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