Job Title: Investment Counsellor
Role Overview
360 ONE Wealth & Asset Management is seeking a seasoned Investment Counsellor with a strong sales pedigree and proven AUM-building track record . This role is designed for high-performing professionals from Private Banking, Wealth Management, or Senior Financial Advisor backgrounds who have successfully built and managed large client book and will be responsible for driving net new asset inflows, deepening client relationships, and delivering holistic investment advisory to Ultra High Net Worth (UHNI).
Key Responsibilities
1. AUM Acquisition & Revenue Generation
2. Client Advisory & Portfolio Management
3. Relationship Management (Senior Coverage)
4. Sales Strategy & Market Positioning
5. Compliance & Governance
Requirement:
Investment Advisor • palakkad, India
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