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Portfolio Advisor

Portfolio Advisor

MetaMorphDelhi, Republic Of India, IN
14 days ago
Job description

Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune

We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus).

What You’ll Do :

  • Acquire & manage HNI clients (₹1–5 Cr+ portfolio)
  • Deliver end-to-end Financial Planning, PMS, AIF & Portfolio Advisory
  • Drive asset allocation discipline & build strong annuity-based revenue streams
  • Ensure best-in-class client servicing, engagement & compliance

Who You Are :

  • 8–12 years of experience in Wealth Management / Private Banking
  • Strong HNI client network & acquisition track record
  • Excellent communication, market awareness & advisory skills
  • Postgraduate / MBA from a reputed institute
  • Compensation : ₹30–50 LPA (flexible for high AUM candidates)

    Structure : Individual contributor role (open to team leads)

    If you’re driven by client success, revenue growth, and long-term relationship building — we’d love to connect.

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    Portfolio Advisor • Delhi, Republic Of India, IN

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