Wealth Advisor

Job Description Job Responsibilities:

Job Brief We are looking for a Wealth Advisor / Investment Advisor to manage relationships with HNI and UHNI clients, offering investment solutions across Fixed Deposits, Mutual Funds, Bonds, Digital Gold, and other wealth products. If youre confident, client-facing, and interested in financial markets, wed like to meet you. Openings: 5 Responsibilities

• Identify and connect with HNI/UHNI prospects
• Understand client goals and recommend suitable investment products (FDs, Mutual Funds, Bonds, Digital Gold, etc.)
• Onboard clients and manage the investment process
• Build long-term client relationships through regular portfolio reviews
• Achieve monthly/quarterly AUM and revenue targets
• Ensure compliance with KYC and regulatory guidelines
• Stay updated on market trends and new product launches

Requirements

• Graduate in any discipline (Finance/Commerce preferred)
• Freshers welcome; prior experience in banking/wealth management is a plus
• Strong verbal and written communication skills
• Confident, presentable, client-facing personality
• Basic understanding of financial products is a plus
• NISM/AMFI certification is an added advantage

Working Days: 6 days a week (Sunday fixed off) Salary: Up to 4.5 LPA Locations - Gurgaon ( Golf Course Ext ) Interested candidates can share their updated resume on [email protected] / [email protected]

Role

Connect with HNI/UHNI, Recommend suitable investment products

Skills

Excellent communication skills

Functional Area

Sales

Education

Graduate in any discipline, MBA

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.