Wealth Advisor

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

Requirements

• Background in Banking or Wealth Management industry
• Mandatory experience handling HNI/UHNI clients
• Proven experience managing ₹50–70 Cr AUM in current role
• Strong exposure to PMS, AIFs, MLDs, NCDs, Private Credit Funds, REITs, InvITs, Insurance, and Mutual Funds
• NISM Series V-A (Mutual Fund) certification
• NISM Series XXI-A (PMS) certification
• NISM Series VIII (Derivatives) certification if applicable
• IRDA Certification

Preferred Qualifications

• Prior experience in NRI Banking & Investments

About the Company

Nexthire is seeking an experienced Wealth Advisor to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs).