Wealth Management Advisor

We are looking for Senior Relationship Managers who will be responsible for managing and growing relationships with High Net Worth Individuals (HNI), Ultra High Net Worth Individuals (UHNI), Family Offices, and institutional clients by providing comprehensive wealth management solutions. The role involves advisory, portfolio oversight, and distribution of investment products including PMS, AIFs, and other financial solutions.

Key Responsibilities:

Client Relationship Management:

Build, manage, and deepen long-term relationships with HNI, UHNI, and Family Office clients

Act as a single point of contact for clients wealth management needs

Understand client goals, risk appetite, and investment preferences

Investment Advisory & Product Distribution:

- Advise clients on investment opportunities across PMS, AIFs, Mutual Funds, Structured Products, and other asset classes

- Fac...