Wealth Advisor

Faircent; Gurgaon; On-site; INR 270,000 - 450,000; Full time

Job summary

Faircent is seeking a Wealth Advisor / Investment Advisor in Gurgaon to manage relationships with HNI/UHNI clients and offer investment solutions across FDs, mutual funds, bonds, and digital gold. Freshers or candidates with 1-2 years of experience are welcome.

You will identify prospects, onboard clients, tailor recommendations, and conduct regular portfolio reviews to grow AUM while ensuring KYC compliance and risk management.

Qualifications

• Graduate in any discipline (Finance/Commerce preferred).
• Freshers welcome; prior experience in banking/wealth management is a plus.
• Strong verbal and written communication skills.
• NISM/AMFI certification is an added advantage.

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.

Skills

Excellent communication

Education

MBA

Graduate degree

Job description

Experience: Freshers / 1-2 years experience| Opening(s): 5| Posted Date : 13-08-2026

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 you're confident, client-facing, and interested in financial markets, we'd like to meet you.

• 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 )

Role
Connect with HNI/UHNI, Recommend suitable investment products

Skills
Excellent communication skills

Functional Area
Sales

Education
Graduate in any discipline, MBA