Wealth Manager Hni & Portfolio Advisory Chennai

Wealth Managers

Fidvia is partnering with a rapidly growing, technology-driven wealth management firm founded by experienced industry leaders. We are seeking accomplished Wealth Managers with 515 years of experience who have a robust track record of managing and acquiring High-Net-Worth Individual (HNI) and affluent client relationships.

This role offers an excellent opportunity to join a high-growth organization, build a substantial client portfolio, deliver tailored wealth management solutions, and advance into future leadership positions.

Key Responsibilities

Acquire, manage, and deepen relationships with HNI and affluent clients.

Understand client financial goals and provide customized wealth management solutions.

Develop and implement portfolio strategies across investment and wealth products.

Drive Assets Under Management (AUM) growth through effective client engagement and advisory services.

Maintain the highest standards of ethics, compliance, and client-centric advisory practices.

Collaborate with internal research and product teams to deliver comprehensive wealth solutions.

Desired Profile

515 years of experience in Wealth Management, Private Banking, Financial Advisory, or related financial services.

Demonstrated success in HNI client acquisition, relationship management, and revenue generation.

Solid understanding of investment products, financial markets, portfolio construction, and wealth planning.

Excellent communication, relationship-building, and business development skills.

MBA or equivalent qualification preferred.

Why Join

Opportunity to be part of a fast-growing and innovative wealth management platform.

Competitive compensation structure with attractive performance-linked incentives.

Access to strong research capabilities, advanced digital tools, and product support.

Explicit career progression with opportunities to take on leadership responsibilities as the organization scales.

Entrepreneurial work setting focused on long-term client value creation.

Location: Multiple Locations (Coimbatore/Chennai

Experience: 515 Years

Industry: Wealth Management / Private Banking / Financial Services

If you are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management, we would love to connect with you .