Tags: Equity Advisory, Wealth Management
Role Title: NDPMS Investment Advisor
Employer: Leading Wealth Management Firm
Required Experience: 3–7 Years
Location: Mumbai
Date published: 25 September 2026
A Leading Wealth Management Firm is seeking a relationship-oriented NDPMS Investment Advisor to manage client portfolios and drive AUM growth.
The NDPMS Investment Advisor must combine deep equity market analytics with outstanding advisory and high-net-worth client engagement skills.
Key Responsibilities
- Deliver customized investment advice and proposals for Non-Discretionary Portfolio Management Services (NDPMS) clients.
- Understand high-net-worth client investment goals, risk tolerances, and liquidity requirements to tailor asset allocation strategies.
- Monitor equity portfolios on a real-time basis, evaluate market shifts, and formulate timely rebalancing recommendations.
- Analyze macroeconomic data, corporate earnings, and valuation metrics to support client investment decisions.
- Coordinate with central equity research teams to leverage research notes, sectoral views, and stock selection ideas.
- Conduct structured face-to-face meetings and portfolio reviews with existing and prospective HNW investors.
- Drive growth in total Assets Under Management (AUM) by securing portfolio top-ups and new client referrals.
Requirements and Qualifications
- Bachelor’s or Master’s degree in Finance, Business Administration, Economics, or a related discipline.
- 3-7 Years of relevant experience in equity advisory, private banking, or Portfolio Management Services (PMS).
- Deep understanding of equity capital markets, investment vehicles, corporate valuations, and asset classes.
- Proven track record in high-net-worth client acquisition, relationship retention, and portfolio counseling.
- Exceptional verbal communication, presentation, financial counseling, and interpersonal relationship skills.