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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
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a birds’ eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in Wealth Management space
• Must have completed MBA from a premier business school.
• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
• English is mandatory and command on local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
In today’s marketing-dependent consumer world, businesses demand innovative brand solutions and our client is engaged in providing brand solutions across businesses. They import renowned global brands & distribute the same. They have a dedicated eCommerce practice to build digital retail footprints for their brands in India. They focus on major categories under FMCG such as F&B, Personal care, etc. and also Home & Fabric Care.
Founded in 2003, our client has over 250 Pan-India Distributors and more than 300 SKUs. They deal with 25+ brands and some of the brands are Mogu Mogu, SAN REMO, Simpkins, Moccona, OMINO BIANCO, etc.
As a Assistant Manager - Business Intelligence, you will be responsible for support building and executing portfolio and respective brand execution strategy by mining, understanding, internalising, and creating action stands about inflow and outflow of information from different internal and external sources.
What you will do:
- Assimilating sales & inventory data streams from different ecommerce partners daily
- Planning different inventory streams for all portfolio brands vis--vis PO requirements
- Building future projection models for brands to support healthy and sufficient inventory capacities
Desired Candidate Profile
What you need to have:- Self direction
- Ability to think beyond operational hurdles
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