AVP / Senior Wealth Advisor – HNI / UHNI Segment

Position : AVP / Senior Wealth Advisor – HNI / UHNI Segment

Location : Mumbai, India

Experience : 3–15 years in Wealth / Private Banking / Investment Advisory

CTC : As per industry standards (Expected revenue generation : 3x of fixed salary)

About the Role

We are looking for a dynamic and entrepreneurial

Wealth Advisor

to join our fast-growing private wealth management team. This role is tailor-made for professionals who thrive in a high-performance, high-reward environment and want the freedom to offer truly client-centric solutions.

You will be responsible for

acquiring

and

managing

a book of high-net-worth and ultra-high-net-worth clients, curating investment strategies across all asset classes—from mainstream to alternative and unlisted—while contributing directly to firm revenue.

Key Responsibilities

Client Acquisition & Relationship Management

Build and grow a high-quality client book through referrals, networks, and outreach

Offer goal-based advisory tailored to client financial objectives and risk profiles

Conduct periodic portfolio reviews and proactive rebalancing

Advisory & Open Product Architecture

Provide access to a full suite of investment solutions :

Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Unlisted Equity

Maintain strong awareness of financial markets, macro trends, and product developments

Ensure compliance with all regulatory and internal policies

Revenue & Business Development

Target revenue generation of 3x fixed compensation via client acquisition

Actively participate in firm-led client events, campaigns, and strategic initiatives

Who You Are

A results-oriented professional with deep client empathy and an ownership mindset

Proven track record of HNI / UHNI client management and revenue generation

Excellent communication and relationship-building skills

Strong knowledge of investment products across asset classes

Comfortable working independently in a flexible, performance-driven environment

Educational Background :

Bachelor’s degree in Finance, Economics, Commerce, or related field

MBA or post-graduate qualification in Finance preferred but not mandatory

NISM VA / XA / XB / CFP / CWM certifications are advantageous

What We Offer

Complete flexibility in product offerings – advisory-first, not product-pushed, AUM building environment

Entrepreneurial freedom with institutional-grade support in research, compliance, and execution

Competitive fixed compensation and performance-linked incentive model

Access to curated investment opportunities, including unlisted and structured products