Client Investment Partner (Personal CFO)

Job Summary

This is a digital-first HNI client role built around high-quality conversations, not mass outreach. You will engage qualified, high-intent prospects with 50 lakh+ portfolios, identify where their investments can work harder, and guide suitable clients into 0.1% Club s Managed Portfolios.

Portfolio first. Client always.

Every conversation begins with what the client owns; every decision begins with what is right for them.

Responsibilities

• Find the signal. Read a client s portfolio across allocation, concentration, duplication, risk, performance, cost and tax efficiency - then identify the few issues that matter.
• Build the context. Understand the person behind the money: their goals, liquidity needs, investment horizon, risk appetite and expectations from a managed relationship.
• Make the insight land. Turn portfolio analysis into a clear conversation about what should change, why it matters and how the 0.1% Club Managed Portfolios approach addresses it.
• Create conviction. Move suitable prospects from interest to investment with clarity and confidence. Involve research, product or senior specialists when the conversation needs additional depth.
• Make the start seamless. Coordinate risk profiling, KYC, documentation, account opening and the first investment. The hand-off should feel invisible to the client.
• Set the service standard. Stay close after conversion, set expectations clearly and maintain the responsiveness and composure that an HNI relationship demands.

Requirements

• 0-3 years in wealth management, private banking, broking, investment advisory, investment sales or a comparable client-facing financial role.
• Working fluency in mutual funds and equities, with the ability to examine a portfolio and form a defensible point of view.
• The presence to engage sophisticated HNI clients and the communication skills to make complex investment thinking feel clear.
• Commercial instinct without short-termism: you want to win the client, but never at the expense of suitability or trust.
• Strong operating discipline - timely follow-ups, clean records, an organised pipeline and reliable coordination across teams.
• Comfort working closely with research, product, advisory, operations and compliance.

Qualifications

• Graduate or postgraduate degree, preferably in finance, commerce, economics or business.
• Relevant NISM certifications should be in place or clearable within the required joining timeline. CFP, CFA or CA progress is valued.

What Success Looks Like

• Clients leave the conversation with a clearer view of their portfolio than they had when they entered it.
• Suitable prospects move forward because they understand the investment case - not because they were pressured.
• Onboarding happens without avoidable friction or repeated follow-ups from the client.
• Every interaction reinforces the standard 0.1% Club wants to set for a modern HNI relationship.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.