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ASK Private Wealth in India seeks a senior wealth advisor to manage HNI/UHNI client relationships, driving AUM growth and revenue with tailored wealth solutions. You will partner with clients to align investments with goals and risk tolerance.
You will provide advisory across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Insurance; conduct portfolio reviews; and build a robust referral network with business owners, CXOs, professionals, and family offices.
Founded in 2007, ASK Private Wealth specializes Wealth Advisory and Family Office solutions for Ultra High Net Worth individuals and families. We serve over 3,500 Ultra High Net Worth and High Net Worth families, including 150 Fortune 500 families. With decades of experience across market & economic cycles and proven track record of money management, we help clients invest wisely and ensure smooth inter-generational transfer of wealth.
About the Company
ASK Group is a renowned financial services group and a leading industry player in asset and wealth management, catering to some of the most affluent families in India. Started in 1983, we're known for our strong research-based investment management, asset management, private equity, wealth advisory and multi-family office businesses. ASK Group is a portfolio company of Blackstone, world's largest global alternative asset manager.
For more details, please visit our website. clientservices@askwealthadvisors.com
Responsibilities
Qualifications
Required Skills
Preferred Skills
If you have a strong wealth management franchise and a passion for delivering exceptional client outcomes, we'd love to hear from you.