Private Wealth Advisor

Confidential; Dadri; On-site; INR 550,000 - 900,000; Full time

Job summary

Confidential is seeking a wealth management professional in India to acquire new clients and build lasting relationships with HNI and UHNI clients.

You will understand client goals, advise on investments, and coordinate with internal teams to ensure smooth execution and KYC compliance.

Responsibilities

• Acquire new clients and develop long-term relationships with existing clients.
• Understand clients' financial goals, risk appetite, and investment requirements.
• Recommend suitable investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, Insurance, and other wealth management solutions.
• Conduct regular portfolio reviews and provide investment updates to clients.
• Achieve monthly and quarterly targets related to AUM, revenue, and client acquisition.
• Maintain strong relationships with HNI and UHNI clients.
• Generate leads through networking, referrals, market outreach, and business development activities.
• Ensure proper client onboarding, documentation, and KYC compliance.
• Stay updated with financial markets, investment products, and regulatory changes.
• Coordinate with internal teams, research analysts, and operations for smooth execution of client requirements.
• Ensure compliance with SEBI, AMFI, IRDAI, and other applicable regulatory guidelines.

Job description

Acquire new clients and develop long-term relationships with existing clients.

Understand clients' financial goals, risk appetite, and investment requirements.

Recommend suitable investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, Insurance, and other wealth management solutions.

Conduct regular portfolio reviews and provide investment updates to clients.

Achieve monthly and quarterly targets related to AUM, revenue, and client acquisition.

Maintain strong relationships with HNI and UHNI clients.

Generate leads through networking, referrals, market outreach, and business development activities.

Ensure proper client onboarding, documentation, and KYC compliance.

Stay updated with financial markets, investment products, and regulatory changes.

Coordinate with internal teams, research analysts, and operations for smooth execution of client requirements.

Ensure compliance with SEBI, AMFI, IRDAI, and other applicable regulatory guidelines.