Share India - Wealth Advisor

Position: Wealth Advisor (Relationship Manager)

Location: Delhi NCR

About the Role

We are seeking an experienced Wealth Advisor (Relationship Manager) to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs). The role involves delivering customized investment solutions, managing client relationships, and driving revenue through wealth products.

Key Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients with a strong focus on relationship building.
• Handle Assets Under Management (AUM) of 50-70 Cr or more.
• Provide tailored financial advisory and portfolio management services.
• Identify client needs and recommend suitable investment products.
• Drive revenue through cross-selling and upselling of wealth products.
• Stay updated on market trends and investment opportunities to advise clients effectively.
• Ensure high levels of client satisfaction and retention.

Key Requirements

Industry Background: Must be from Banking or Wealth Management industry.

Experience:

Experience handling HNI/UHNI clients is mandatory.

Prior experience in NRI Banking & Investments is preferred.

AUM Handling: Proven experience managing 50-70 Cr AUM in the current role.

Product Expertise: Strong exposure to: PMS, AIFs, MLDs, NCDs, Private Credit Funds REITs & InvITs Insurance & Mutual Funds

Certifications Required

• NISM Series V-A (Mutual Fund)
• NISM Series XXI-A (PMS)
• NISM Series VIII (Derivatives) - if applicable
• IRDA Certification

What We're Looking For

• Strong sales and relationship management skills
• Deep understanding of wealth products and financial markets
• Excellent communication and client handling abilities
• Target-driven and performance-oriented mindset