Financial Advisor
1 week ago
About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in unreasonable hospitality, discretion, and long-term relationships, not transactions.Role OverviewAs a Lead Advisor, you will be the primary face of the firm for a select group of high-net-worth NRI families. This role requires more than financial knowledge—it demands empathy, relationship-building, and trust creation with clients spread across geographies. You will lead the financial advisory process end-to-end, supported by a strong team of Associate Planners, Operations, and CA partners.Key ResponsibilitiesClient Advisory & Relationship Ownership•Act as the dedicated advisor for assigned NRI families, ensuring high-touch, trust-based engagement.•Design and implement customized strategies for wealth creation, retirement planning, estate structuring, and tax optimization.•Regularly update clients on market outlook, regulation changes (FEMA, DTAA, taxation), and investment performance.•Host structured review meetings (quarterly/half-yearly) and provide continuous, proactive advice.Financial Planning & Investment Strategy•Develop goal-based financial plans using advanced planning tools.•Recommend and monitor investments across mutual funds, PMS, offshore structures, NRE/NRO FDs, and other regulated avenues.•Ensure portfolios are optimized for risk, liquidity, and cross-border tax efficiency.•Work closely with internal research and operations teams to deliver seamless execution and reporting.Leadership & Collaboration•Mentor and guide Associate Planners in preparing client deliverables.•Review plans and proposals before presenting to clients.•Collaborate with CA partners, legal advisors, and other ecosystem experts to deliver holistic solutions.Firm Growth & Representation•Represent the firm at client events, webinars, and exclusive networking forums.•Contribute to thought-leadership content (articles, videos, webinars) alongside the leadership team.•Support client acquisition by leveraging referrals and professional networks.Desired Skills & Competencies•Deep knowledge of NRI investment avenues, taxation, FEMA, and DTAA regulations.•Strong communication skills with the ability to explain complex concepts in simple, trust-building language.•High emotional intelligence, client-first mindset, and strong ethical values.•Proven ability to manage relationships with HNI/UHNI clients.•Comfortable working in a boutique setup where quality > quantity.Qualifications•Graduate/Postgraduate in Finance, Economics, or related fields.•CFP, CFA, or CA qualification preferred.•Minimum 3–5 years of experience in wealth management, private banking, or investment advisory.•AMFI/NISM certifications (or willingness to obtain immediately).
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Financial Advisor
2 weeks ago
Pune, India Smiles Placements Full timeFOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profile THE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC...
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Financial advisor
1 week ago
Pune, India PrimeWealth Full timeAbout Us Prime Wealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
7 days ago
Pune, India PrimeWealth Full timeAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
1 week ago
Pune, India PrimeWealth Full timeAbout Us PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted...
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Financial Advisor
1 week ago
Pune, India PrimeWealth Full timeAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
1 week ago
pune, India PrimeWealth Full timeAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
1 week ago
Pune, India PrimeWealth Full timeAbout Us PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
2 weeks ago
Pune, Maharashtra, India PrimeWealth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
6 days ago
Pune, India PrimeWealth Full timeAbout UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
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Financial Advisor
3 days ago
Pune, India PrimeWealth Full timeAbout Us PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...
