01Overview
Senior Investment Advisor Family Office & UHNI Clients
Our Client, a leading Private Wealth Management setup, is looking to hire an experienced Senior Investment Advisor to manage and advise Family Office & Ultra High Net Worth (UHNI)relationships.
This is an opportunity to work with sophisticated clients, provide strategic investment advisory, and build long-term wealth solutions across asset classes ( RIA Model)
Budget
Current Fixed Salary should be between 45 LPA- 75 LPA
Location
Mumbai
Key Responsibilities
Manage and advise UHNI / Family Office clients on investment strategies and wealth solutions.Provide advisory across Equity, Fixed Income, PMS, AIFs, Structured Products, Global Investments, and Alternate Assets.Build deep client relationships and act as a trusted investment partner.Drive portfolio reviews, asset allocation, and market outlook discussions.Work closely with internal product, research, and investment teams to deliver customized solutions.Acquire and grow high-value relationships through referrals and networking.Ensure high standards of client servicing, compliance, and relationship management.
Ideal Candidate
Strong experience in Investment Advisory, managing UHNI / Family Office clients.Strong understanding of financial markets and investment products.Ability to engage with sophisticated investors and provide strategic advisory.Excellent relationship management and communication skills.CFP / CFA / MBA Finance preferred.
Why Join
Opportunity to work with marquee UHNI & Family Office clients.Entrepreneurial and high-growth environment.Attractive compensation with strong performance-linked incentives.Platform offering a wide suite of investment products and advisory capabilities.
If interested, please share your resume or reach out directly for a confidential discussion.
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