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
Shubham Vishwakarma
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Follow CutshortShubham Vishwakarma
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