Job description
A leading NBFC-UHNI / Family Office Segment / Private wealth
Investment Specialist role is designed for high-performing professionals from Private Banking, Wealth Management, or Senior Financial Advisor backgrounds who have successfully built
and managed large client book and will be responsible for driving net new asset inflows, deepening client relationships, and delivering holistic investment advisory to
Families & Ultra High Net Worth (UHNI).
Provide tailored investment solutions across:
Equities, Fixed Income, Structured Products, Alternatives (AIFs, PMS, Private Equity, Real Assets)
Align portfolios with client goals, risk appetite, and market outlook.
Identify market opportunities and client segments for targeted acquisition.
Collaborate with internal investment, product, and RM teams.
Qualifications/Experience
MBA or PGDM (Full time) + US CFA-level 3 / CA (all attempts)
Experience: 10-12+ years in Wealth Management / Private Banking / Advisory as
an Investment Counsellor/Investment Specialist / Portfolio Counsellor
o Deep understanding of financial products and markets
o Ability to operate in a performance-driven environment
