AVP/Senior Wealth Advisor

6 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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