Wealth Advisor

14 hours ago

New Delhi, India M S Wealth Full time

*Position: Wealth Advisor* Location: On-site: South Delhi Company: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves high-net-worth and ultra-high-net-worth clients, focusing on transparent advice, long-term wealth creation, and trust-based relationships. *Role Overview:* We are seeking an experienced Wealth Advisor to join our on-site South Delhi office. The role involves client acquisition, investment advisory, and relationship management, with a focus on growing assets under management (AUM) and achieving defined business goals. *Key Responsibilities:* Build, manage, and expand relationships with HNI and UHNI clients. Distribute a wide range of third-party investment and insurance products. Understand client goals and risk profiles to recommend suitable financial solutions. Conduct regular portfolio reviews and ensure a high level of client satisfaction. Achieve monthly and annual AUM and revenue targets. Collaborate with research, operations, and compliance teams for seamless execution. *Desired Profile:* Minimum 4–5 years of experience in a reputed wealth management or financial advisory firm. Proven record of client acquisition and portfolio management. Sound knowledge of financial markets and investment products. Excellent communication, analytical, and interpersonal skills. Self-motivated, ethical, and target-oriented professional. *Qualifications:* CA, CFA, CFP, or MBA (Finance) preferred. Bachelor’s or Master’s degree in Finance, Commerce, or Economics required. *Compensation:* Competitive fixed salary with performance-linked incentives and long-term career growth opportunities. *How to Apply:* Send your résumé to with the subject line “Application – Wealth Advisor (South Delhi)”. *Equal Opportunity Statement:* M S Wealth is an equal-opportunity employer. We welcome applications from all qualified individuals regardless of gender, age, religion, disability, or background.

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