Senior Investment Advisor - Family Office / UHNI

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 Responsibilitie s

• 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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