Investment Specialist

Mindpool Consultants Private Limited; New Delhi; On-site; INR 7,000,000 - 10,000,000; Full time

Job summary

Mindpool Consultants Private Limited seeks an experienced Investment Specialist to drive new asset inflows and deepen client relationships among UHNI families. The role requires delivering holistic investment advice across asset classes and coordinating with internal teams to align portfolios with client goals.

The ideal candidate has 10–12+ years in Wealth Management/Private Banking and an MBA/PGDM with CFA/CA credentials, ready to manage a 100cr+ UHNI book in a performance-driven environment.

Qualifications

• MBA or PGDM (Full time) with CFA Level 3 or CA (all attempts)
• 10-12+ years in Wealth Management/Private Banking/Advisory
• Experience in building and growing UHNI client books

Responsibilities

• Provide tailored investment solutions across equities, fixed income, structured products, and alternatives
• Align portfolios with client goals, risk appetite, and market outlook
• Manage and grow a UHNI book (100cr+ AUM)
• Identify opportunities for targeted client acquisition
• Collaborate with internal investment, product, and RM teams

Skills

High ownership

Entrepreneurial mindset

Sales

Financial products & markets

Education

MBA/PGDM + CFA/CA

Job description

A leading NBFC-UHNI / Family Office Segment / Private wealth

About the Role

Investment Specialist role is designed for high-performing professionals from Private Banking, Wealth Management, or Senior Financial Advisor backgrounds who have successfully built

and managed large client book and will be responsible for driving net new asset inflows, deepening client relationships, and delivering holistic investment advisory to

Families & Ultra High Net Worth (UHNI).

Responsibilities

• Provide tailored investment solutions across:
• Equities, Fixed Income, Structured Products, Alternatives (AIFs, PMS, Private Equity, Real Assets)
• Align portfolios with client goals, risk appetite, and market outlook.
• Manage and grow a book of UHNI clients – 100cr+ AUM.
• Identify market opportunities and client segments for targeted acquisition.
• Collaborate with internal investment, product, and RM teams.

Qualifications/Experience

MBA or PGDM (Full time) + US CFA-level 3 / CA (all attempts)

Experience: 10-12+ years in Wealth Management / Private Banking / Advisory as

Required Skills

• High ownership and entrepreneurial mindset
• Strong sales …
• Deep understanding of financial products and markets
• Ability to operate in a performance-driven environment