01Overview
Company Description Wealth First Advisors Pvt. Ltd. is a boutique investment advisory firm specializing in wealth management solutions for high net worth individuals, family offices, corporates, and institutions. Founded in 2001, the firm provides senior-level engagement to help clients visualize and achieve their long-term financial goals. Its leadership team consists of experienced professionals from prominent financial institutions and corporates, offering deep wealth management expertise. Wealth Firsts advice is driven by clients financial health, pragmatic data analysis, and robust in-house research, making it one of the more experienced wealth management teams in India. With over 300+ years of combined team experience, the firm focuses on building financial awareness, promoting disciplined savings, and guiding clients toward a secure financial future.
Role Description This is a full-time, on-site Relationship Manager/Assistant Relationship Manager role based in Mumbai. The role involves managing and growing client relationships, including regular interactions with HNI's to understand their financial objectives. The Relationship Manager/Asst. RM will assist in designing and recommending suitable investment solutions, coordinating portfolio reviews, and ensuring timely execution of transactions. Daily tasks include responding to client queries, preparing investment reports, monitoring portfolio performance, and supporting senior advisors with research and client presentations and reviews. The role also requires close collaboration with internal teams to ensure high-quality service delivery and compliance with regulatory and company standards.
Qualifications, Experience and Skills
Completed Inter CA; CFA Level 2 or MBA with 1-5 years of experiencePrior experience in banking, financial advisory, or related client-facing roles is preferred.Possess knowledge of wealth management and financial planning with strong client relationship management and communication skills Able to do data analysis, report preparation, and basic financial research.Comfort with MS Office and digital tools used for portfolio tracking, reporting, and documentation.Ethical mindset, attention to detail, and ability to work collaboratively in a performance-oriented environment. .
