Senior Investment Advisor – Family Office & UHNI Clients
Our Client, a leading Private Wealth Management setup, is looking to hire an experienced Senior Investment Advisorto 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
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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