Investment Counsellor / Private Wealth Manager

Private Wealth Manager

Location : Mumbai & Pune

Experience : Minimum 8 years in investment management, wealth advisory, or financial services

Education : Master’s Degree from an accredited college

CTC :  15 LPA+

Job Summary :

The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment solutions to HNI / Ultra HNI clients . The role demands expertise in financial markets, portfolio management, and relationship-building to drive asset growth and revenue generation.

Key Responsibilities :

• Develop and maintain strong client relationships, understanding their financial goals and risk appetite.
• Provide personalized investment strategies, portfolio reviews, and market insights.
• Ensure proactive communication on portfolio performance and market trends.
• Acquire new clients through referrals and open market sourcing, expanding the AUM and revenue.
• Stay updated on industry trends, regulations, and best practices.
• Conduct client meetings, presentations, and financial planning discussions.

Required Skills & Competencies :

Certifications :

Must possess mandatory industry certifications as per company policy.

Join us and be a part of a leading financial services firm that values expertise, innovation, and client trust.

To apply, mail your resume : resume@staffiaa.com OR 6307183014

Regards

Utprerika Srivastava

Lead Manager - HR

Staffiaa Services