Wealth Advisor

Location: Delhi NCR
Key Requirements:

• Must be from Banking and Wealth Management Industry.
• Minimum experience of managing AUM of 50-70 Cr in current role.
• At least 3 years of Portfolio Management & Financial Advisory experience for HNIs/UHNIs.
• Currently employed (no notice period candidates).
• Client base primarily in Delhi NCR; prior NRI Banking & Investments experience preferred.
• Proven sales experience in PMS, AIFs, MLDs, NCDs, Private Credit Funds, REITs, InvITs, Insurance, and Mutual Funds.
• Certifications: NISM Mutual Fund (Series VA), PMS (Series XXIA), Derivatives (Series VIII, if applicable), and IRDA.
• CV must show continuous employment (no gaps).
• Interested candidates please call at [phone removed] for further discussions