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Wealth Advisor

Share India Securities
Posted on
Share India Securities logo

Experience
3 - 8 yrs
Salary (CTC)
₹10L - ₹20L
Job Location
Noida, India
Vacancy
20
Designation
Wealth Advisor
Job Type
Not specified

Job Description


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 8448307389 for further discussions



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