Wealth Advisor

5 days ago

Gurugram Haryana, India Primedin Full time

**ABOUT THE COMPANY**
Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric approach that ensures sustained financial success. With a strong presence in the wealth management industry, we continue to drive excellence and offer an exceptional experience to our clients.

**PROFILE SUMMARY**

**JOB RESPONSIBILITY AND ACCOUNTABILITY**:

- Identify and engage potential high-net-worth and mass affluent clients to expand the firm’s client base
- Develop and execute targeted business development strategies by leveraging existing network & referrals
- Present and articulate Primedin Wealth’s services to prospective clients and successfully close new business
- Serve as the primary point of contact for a portfolio of existing clients
- Responsible for providing ongoing financial advice and personalized wealth management support
- Collaborate with existing clients to ensure satisfaction, retention, and growth of assets under management
- Regularly review and update clients' financial plans to ensure alignment with their evolving financial objectives
- Collaborate with senior advisors and portfolio managers to develop customized financial plans
- Collaborate with portfolio managers and identify and suggest unique investment strategies as per clients’ needs
- Understand the risk appetite & investment objectives of the clients and recommend adjustments as per market
- Educate investment strategies and share insights on estate planning and tax optimizationEnsure client interactions & financial plans comply with industry regulations & internal compliance standards
- Maintain accurate and up-to-date client records and documentation, in line with company policies

**SKILLS REQUIRED**:

- In-depth knowledge of financial markets, investment products, and risk management strategies
- Proven ability to develop and cultivate a network of high-net-worth clients and prospectsExceptional communication, presentation, and interpersonal skills, with the ability to build rapport with clients
- Proficiency in financial planning software, CRM systems, and Microsoft Office Suite
- Strong business development acumen with a proactive approach to identifying new business opportunities
- A commitment to excellence, with a collaborative attitude and a strong work ethic

**ELIGIBILITY**:

- Bachelor's degree in Finance, Economics, Business, or a related field
- Relevant certifications such as NISM, CFP, CFA, or other industry-recognized credentials are a plus
- At least 3 years of relevant experience in private banking, wealth management, or financial advisory
- Must have a strong track record in client acquisition and relationship management

**WORKING DAYS & TIME**:

- Monday to Saturday (Alternate Saturdays Off)
- 10:00 AM - 6:30 PM

Pay: ₹25,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

Work Location: In person

**Speak with the employer**
+91 9306925969

  • Strategic Wealth Advisor

    2 weeks ago

    Gurugram, Haryana, India Oceano Apex Pvt ltd Full time

    Job Title: Strategic Wealth Advisor Location: Sector 28 Gurgaon Company: Oceano Apex Pvt. Ltd. Employment Type: Full-time About Us: Oceano Apex Pvt. Ltd. is a leading Wealth Management company based in Gurgaon, committed to providing innovative financial solutions. We are looking for a Strategic Wealth Advisor to enhance our online presence, engage with...

  • Finance Advisor

    15 hours ago

    Gurugram, Haryana, India Oceano Apex Pvt. Ltd. Full time

    Key Responsibilities: Offer comprehensive financial advisory services to high-net-worth individuals (HNIs) and corporate clientsDevelop and manage investment portfolios aligned with client goals and risk appetiteAnalyze financial data, market trends, and investment opportunitiesMaintain strong client relationships and ensure high levels of client...

  • Personal Banking Advisor

    5 days ago

    Gurugram, Haryana, India BLACKBULL HOLDINGS Full time

    **Role Overview**: A **Personal Banking Advisor** specializing in **Asset Management** and **Fund Management** plays a key role in managing client relationships, offering tailored financial advice, and helping clients optimize their wealth portfolios. This role focuses on providing clients with customized solutions for managing their investments in mutual...

  • Bpo Supervisor

    2 weeks ago

    Gurugram, Haryana, India NTT DATA Full time

    Our client is a leading global provider of asset and wealth management solutions. They provide investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. This team is currently seeking "AML/KYC Supervisor" to...

  • Client Advisor

    2 weeks ago

    Haryana, India GFS Wealth Creators Full time

    Provide expert financial advice to clients on equity investment strategies. - Conduct thorough research and analysis of market trends, company financials, and industry performance. - Develop and maintain investment portfolios for clients, ensuring alignment with their risk tolerance and investment goals. Pay: ₹15,000.00 - ₹30,000.00 per...

  • CFP & Sr. Relationship Manager / Investment Advisor

    5 days ago

    Delhi, Gurugram, NCR, India Hireginie Talent Cloud Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Title: CFP & Sr. Relationship Manager / Investment AdvisorExperience: 4-8 years in financial planning and wealth management advisoryEducation: Graduate, CFP/CFA/CA preferredLocations: GurgaonAbout the Role We are looking for a dynamic and experienced investment advisory with a proven trackrecord. As a Relationship Manager to serve as a trusted advisor to...

  • Bpo T&s Operations Associate

    6 days ago

    Gurugram, Haryana, India NTT DATA Full time

    The Company NTT DATA Services is a top 10 global services company and part of the NTT Group, a Fortune 29 telecommunications and services company based in Japan. We operate with 60,000 professionals in 36 countries. Every day around the world we help clients explore new ways to respond to market dynamics with flexibility and speed, reduce costs with less...

  • Associate - Family Office

    4 days ago

    Gurugram, Haryana, India RSM US LLP Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...

  • Bill to Cash Operations Associate

    6 days ago

    Gurugram, Haryana, India BT Group Full time

    **Bill to Cash Operations Associate**: - Job Req ID: 48727 - Posting Date: 13 Aug 2025 - Function: Business Services & Operations - Unit: Finance & Business Services - Location: Building No 14 Sector 24 & 25A, Gurugram, India - Salary: Competitive We’ve always been an organization with purpose; to use the power of communications to make a better world....

  • Team Member

    15 hours ago

    Gurugram, Haryana, India Bank of America Full time

    **About Us** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our...