Wealth Advisor

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

Job Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...

About the OpportunityWe are seeking a motivated Wealth Consultant with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on building a qualified pipeline of investors for our Real Estate Fund.Key Responsibilities:Lead Generation & ProspectingIdentify and reach out to HNI clients interested...

Head – Corporate Wealth ManagementRole Overview:The Head of Corporate Wealth Management will be responsible for driving the strategic direction, growth, and performance of the corporate wealth business. This role involves providing comprehensive wealth management solutions to corporate clients, including treasury management, investment advisory, and...

Job Description">Wealth Management is a critical function that requires expertise in multiple areas. As a Wealth Management SME, you will serve as the primary domain expert for wealth management, digital advisory, and investment journeys.Required Skills and QualificationsInterpret and validate business requirements across modules such as 360 Customer...

Job Description:We are seeking a dynamic and experienced financial professional to serve as a trusted advisor to our clients.The ideal candidate will leverage their financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.Key...

JOB DESCRIPTIONJoin our dynamic team as a Goals-based Planning Analyst, where you'll leverage J.P. Morgan's cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If you're passionate...

Job Title: Senior Relationship Manager- Wealth Management SolutionsLocation: Mumbai - (with Travel)Role 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,...

Position: We seek a skilled wealth advisor to manage and advise high net worth individuals.About the Role:The successful candidate will be responsible for acquiring, managing, and advising affluent clients with a minimum portfolio of 1 crore. Key responsibilities include client acquisition and business development, advisory and relationship management, and...