Senior Document Management Lead

Senior Investment Advisor – Family Office & UHNI Clients

Our Client, a leading Private Wealth Management setup, is looking to hire an experienced Senior Investment Advisor to manage and advise Family Office & Ultra High Net Worth (UHNI)relationships.

This is an opportunity to work with sophisticated clients, provide strategic investment advisory, and build long-term wealth solutions across asset classes ( RIA Model)

Budget

• Current Fixed Salary should be between 45 LPA- 75 LPA

Location

• Mumbai

Key Responsibilities

• Manage and advise UHNI / Family Office clients on investment strategies and wealth solutions.
• Provide advisory across Equity, Fixed Income, PMS, AIFs, Structured Products, Global Investments...