Senior Wealth Advisor for HNI/UHNI Portfolios & Growth

The Corporate Institute; Hinoba-an; Vor Ort; PHP 986.000 - 2.300.000; Vollzeit

Benefits dieser Stelle

Direct work with Co-Founder

High visibility and ownership

Attractive fixed compensation with unc

Zusammenfassung

The Corporate Institute in India is seeking an experienced wealth management professional to manage and grow relationships with HNI/UHNI clients and oversee multi-asset portfolios. You will develop customized investment strategies across mutual funds, PMS, AIF, fixed income, and both domestic and international equity products, with direct exposure to the Co-Founder and high-visibility growth initiatives.

Strong communication and relationship-management skills, plus a proven track record of

Qualifikationen

• Post graduate in finance, management, economics, or related discipline.
• CA and/or CFA preferred.
• NISM certifications will be an added advantage.
• Experience managing HNI/UHNI portfolios and client acquisition.

Aufgaben

• Manage and grow relationships with HNI/UHNI clients.
• Handle client investment portfolios ranging from 5 Crore to 25+ Crore.
• Provide holistic wealth advisory across multiple asset classes.
• Develop customized investment strategies aligned with clients’ financial goals and risk appetite.
• Acquire new HNI/UHNI clients through referrals, networking, and relationship-building.
• Monitor portfolio performance and recommend portfolio rebalancing based on market conditions.
• Work closely with the Co-Founder on strategic client engagements and business growth initiatives.
• Stay updated on financial markets, macroeconomic trends, and investment opportunities.

Kenntnisse

Relationship management

Client communication

Portfolio growth

Market knowledge

Ausbildung

Post Graduate in Finance, Management, Economics, or related discipline

CA and/or CFA preferred

NISM Certifications will be an added advantage

Jobbeschreibung

The Corporate Institute in India is seeking an experienced wealth management professional to manage and grow relationships with HNI/UHNI clients and oversee multi-asset portfolios. You will develop customized investment strategies across mutual funds, PMS, AIF, fixed income, and both domestic and international equity products, with direct exposure to the Co-Founder and high-visibility growth initiatives.

Strong communication and relationship-management skills, plus a proven track record of