Sheena Consultancy
About
Company social profiles
Jobs at Sheena Consultancy
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
At our growing Wealth Management & Advisory firm, we believe in building enduring financial partnerships — not just portfolios. We’re looking for an accomplished Senior Wealth Advisor who can deliver expert investment guidance and drive meaningful financial outcomes for our HNI and UHNI clients.
Role Overview:
As a Senior Wealth Advisor, you’ll manage and expand high-value client relationships, offering tailored investment strategies across asset classes. You’ll play a key role in portfolio performance, client satisfaction, and overall business growth, while mentoring junior team members.
Key Responsibilities:
Build, manage, and grow relationships with HNI & UHNI clients
Develop customized wealth and investment strategies aligned with client goals
Offer advisory across Mutual Funds, PMS, AIFs, Bonds, and Structured Products
Drive AUM growth and revenue targets through effective portfolio management
Stay informed on market developments and regulatory guidelines
Collaborate with internal teams for seamless client servicing and compliance
Ideal Candidate Profile:
Graduate/Postgraduate in Finance, Commerce, or Economics
7–12 years of experience in Wealth Management / Private Banking / Investment Advisory
Deep understanding of financial markets, investment instruments, and portfolio diversification
Excellent interpersonal, presentation, and relationship management skills
A strong client network and consistent track record of AUM growth
Why Join Us:
Opportunity to manage elite client portfolios and create lasting impact
Transparent, performance-driven culture with autonomy and recognition
Continuous learning through exposure to diverse investment products and strategies
Similar companies
About the company
Simplilearn is the most popular online boot camp for the teaching of digital skills, and it assists students in learning the abilities necessary to flourish in today's digital economy. They provide intensive training in a range of areas, such as data science, cloud computing, cyber security, digital marketing, and project management, all of which may be completed online. To put it another way, Simplilearn focuses its efforts on niches that are characterized by rapidly advancing technology and standards of practice, as well as a significant disparity between the demand for and supply of qualified individuals.
Simplilearn provides a wide range of comprehensive certification programs, individual courses, and partnerships with some of the most prestigious universities in the world. Through these offerings, the company assists millions of professionals in developing the work-ready skills they need to excel in their careers, as well as thousands of organizations in meeting the employee upskilling and corporate training needs of their businesses. 85 percent of Simplilearn's learners have either advanced in their current jobs or found new ones as a direct result of the program's hands-on, practical approach.
Jobs
8
About the company
Founded in 2016, HyperWorks Imaging has more than 40 years of collective research experience in AI/ML, materials, energy, experimentation and modeling. Our data scientists and software engineers have deployed cutting edge machine learning solutions for leading clean energy companies to improve their R&D and manufacturing processes.
Our core mission is to reduce the time to market for much needed technologies via advanced AI software and hardware platforms. We boldly go where no one has gone before. We tackle massive, intellectually stimulating challenges that others deem impossible, and we're looking for pioneers who want to build something that truly matters. If you're driven by curiosity, thrive on autonomy, and want your work to have a seismic impact, you've found your home.
Jobs
1
About the company
The StanceBeam Striker is designed to fit on top of any cricket bat and becomes the brain of your smart bat. The 3D sensor then connects to our APP ecosystem across iOS and Android. Smart motion sensors built into the device provide a validated set of data which provides the 3D swing analysis, Bat Speed generated, Power index and shot efficiency.
Jobs
2
About the company
Jobs
24
About the company
Jobs
7
About the company
Inflection is a marketing platform designed for the AI-era. Finally, a marketing platform that works for you.
Jobs
2
About the company
Jobs
1
About the company
Jobs
2
