
AVP/Senior Wealth Advisor
6 days ago
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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AVP/Senior Wealth Advisor – HNI/UHNI Segment
3 days ago
mumbai, India SMIFS Wealth Management Ltd Full timePosition: 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 RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...
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AVP/Senior Wealth Advisor
4 days ago
Mumbai, India SMIFS Wealth Management Ltd Full timePosition : AVP/Senior Wealth Advisor – HNI/UHNI Segment Location : 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...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
2 days ago
Mumbai, India SMIFS Wealth Management Ltd Full timePosition : 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...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
6 days ago
Mumbai, India SMIFS Wealth Management Ltd Full timePosition: 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...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
4 weeks ago
Mumbai, India SMIFS Wealth Management Ltd Full timePosition : 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...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
3 weeks ago
Mumbai, India SMIFS Wealth Management Ltd Full timePosition: 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...
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Mumbai, India SMIFS Wealth Management Ltd Full timePosition: 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...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
4 days ago
Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearPosition: 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 entrepreneurialWealth Advisorto join our fast-growing private wealth management...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
4 weeks ago
Mumbai, India SMIFS Wealth Management Ltd Full timePosition : 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...
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AVP/Senior Wealth Advisor – HNI/UHNI Segment
4 weeks ago
Mumbai, India SMIFS Wealth Management Ltd Full timePosition: 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 RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...