Investment Counsellor - Wealth Management

Radiate Rays Consultants Pvt Ltd; Chennai District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Radiate Rays Consultants Pvt Ltd is seeking an Investment Counsellor in Chennai to provide personalized advisory and portfolio solutions for HNI/UHNI clients. You will understand client goals and risk profiles, advise across wealth products, and conduct reviews to optimize portfolios.

Ideal candidates have 7+ years in wealth management, strong market knowledge, and excellent communication skills; CFP/CFA/NISM/AMFI certifications are advantageous.

Qualifications

• 7+ years of experience in Wealth Management / Investment Advisory / Private Banking / Investment Counselling.
• Strong knowledge of financial markets and wealth management products.
• Excellent communication, analytical and relationship management skills.
• Certifications such as NISM/AMFI/CFP/CFA are advantageous.

Responsibilities

• Understand client goals, risk profile and investment objectives.
• Advise across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and other wealth products.
• Conduct portfolio reviews and recommend rebalancing strategies.
• Build strong, long-term client relationships and provide market insights.
• Work closely with Relationship Managers and internal product teams.
• Ensure regulatory compliance and seamless execution of transactions.
• Drive advisory, revenue and portfolio growth objectives.

Skills

Client relationship management

Investment advisory

Analytical communication

Education

NISM Certification

AMFI Certification

CFP Certification

CFA Certification

Job description

We are looking for an Investment Counsellor to provide personalized investment advisory and portfolio solutions to HNI/UHNI clients.

Budget: Open for the right profile

• Understand client goals, risk profile and investment objectives.
• Advise across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and other wealth products.
• Conduct portfolio reviews and recommend rebalancing strategies.
• Build strong, long-term client relationships and provide market insights.
• Work closely with Relationship Managers and internal product teams.
• Ensure regulatory compliance and seamless execution of transactions.
• Drive advisory, revenue and portfolio growth objectives.

Ideal Profile:

• 7+years of experience in Wealth Management / Investment Advisory / Private Banking / Investment Counselling.
• Strong knowledge of financial markets and wealth management products.
• Excellent communication, analytical and relationship management skills.
• NISM, AMFI, CFP, CFA or relevant certifications would be an advantage.