AVP/Senior Wealth Advisor

2 days ago

Mumbai, India SMIFS Wealth Management Ltd Full time

Position : AVP/Senior Wealth Advisor – HNI/UHNI Segment

Location : Mumbai, India

Experience : 3–15 years in Wealth/Private Banking/Investment Advisory

CTC : As per industry standards (Expected revenue generation: 3x of fixed salary)

About the Role

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.

Key Responsibilities

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
  • Conduct periodic portfolio reviews and proactive rebalancing

Advisory & 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 policies

Revenue & Business Development

  • Target revenue generation of 3x fixed compensation via client acquisition
  • Actively participate in firm-led client events, campaigns, and strategic initiatives

Who 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 environment

Educational 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 advantageous

What 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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