Location
noida, uttar pradesh, India
Posted
June 18, 2026
Job Description
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 tren...