
AVP/Senior Wealth Advisor – HNI/UHNI Segment
3 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
-
AVP/Senior Wealth Advisor – HNI/UHNI Segment
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra 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...
-
Private Wealth Manager
1 week ago
Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...
-
Senior Wealth Manager
1 week ago
Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 2,50,00,000 - ₹ 7,50,00,000 per yearJob Title: Senior Relationship Manager- Wealth Management SolutionsRole Overview:We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and...
-
Wealth Manager
7 days ago
Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 10,00,000 - ₹ 30,00,000 per yearLocation:MumbaiExperience:Minimum 5 years in wealth/channel managementNotice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like 'Privi RM', 'Burgundy RM', 'Wealth Manager', 'Imperia RM', 'Preferred RM'Offer full-spectrum wealth...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra KG Engineering & Consultancy Full timeLocation: Mumbai Experience: Minimum 5 years in wealth/channel management Notice Period / Gap: Up to 15 days Key Responsibilities: Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’...
-
Wealth Manager
1 day ago
Mumbai, Maharashtra, India Creative Hands HR Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...
-
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice4) Handle and manage clients with a minimum...
-
Senior Manager Luxury Residential Sales
3 days ago
Mumbai, Maharashtra, India crescendo global Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description : Senior Manager Luxury Residential Sales Location: GurgaonExperience: 8 YearsDiscipline: Strategy & Operations, Customer Service, Account ManagerJob type: PermanentContact Name: Divya SethiContact Email: Job Reference: 75711Published: about 7 hours agoSenior Manager Luxury Residential Sales - Gurgaon - 8 Years We are hiring a senior...
-
Wealth Advisor
2 weeks ago
Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...
-
Advisor -PCG TL
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra KG Engineering & Consultancy Full timeJob Title: Advisor – PCG Team Lead Location: Mumbai Experience: Minimum 5 years in broking, with team-handling experience Notice Period / Gap: Up to 10 days Key Responsibilities: Playing-Captain Role: Responsible for own P&L delivery while managing and mentoring a team Attract, onboard, and lead a team of 4–5 advisors & traders Execute trades and orders...