Overview
What You’ll Do?
– Build & nurture strong relationships with HNI clients.
– Create holistic financial plans (investments, taxation, retirement, estate planning).
– Monitor, review & optimize portfolios for performance and compliance.
– Contribute to the development of digital-first financial planning tools.
– Drive new client acquisition and grow AUM through advisory excellence.
Who we are looking for ?
– Graduate in Finance/Economics (CFP preferred; CFA/CA/NISM a plus).
– 5+ years in wealth management / financial advisory.
– 3+ years managing HNI client relationships.
– Strong knowledge of mutual funds, PMS, REITs, ULIPs, and Indian tax laws.
– Excellent communication, analytical, and relationship management skills.