Position: investment adviser hni uhni

Location: Vadodara, Gujarat, India

Department: Wealth Management / Investment Advisory

📢 PrimeIdea Ventures is seeking a Investment Adviser (HNI/UHNI) to join our team.

Key Responsibilities

  • M.com / MS Finance / MBA in Finance or related field.
  • 1–2 years of experience in Investment Advisory / Wealth Management / Financial Planning.
  • NISM Certificate required or willing to obtain within the joining period.

Key Responsibilities

  • Provide personalized investment advice and financial planning solutions to HNI and UHNI clients.
  • Design and implement goal-based financial plans considering client’s risk appetite, time horizon, and financial objectives.
  • Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other financial products.
  • Manage and grow client relationships through consistent communication and portfolio reviews.
  • Acquire new clients through referrals, networking, and business development activities.
  • Stay updated on market trends, product knowledge, and regulatory guidelines.

Compensation & Benefits

  • Salary: ₹1,80,000 – ₹2,24,000 per annum
  • Incentives: Attractive performance-based incentives
  • Perks: Additional allowances and benefits

Note: Comprehensive training will be provided on various financial products, client management, and advisory techniques.

If you’re passionate about the financial-services industry, enjoy building relationships, and thrive in a fast-paced B2B environment, we’d love to hear from you!

To apply, please submit your resume and a brief cover letter.

Submit Your Resume

Our Team will be in touch with you shortly.

Join Our Team

Are you ready to take your career to the next level? Join our team and be part of an innovative and passionate workplace – apply today!

Send your resume to: jobs@primeidea.in

Apply Now

What clients say about the process

Process-led feedback on portfolio review and planning conversations — not return promises.

Commas

The portfolio review mapped overlap across my SIPs before suggesting any change. Clear process, written next steps, and no pressure to buy a product.

Mr. Ravi Patel

IT Professional · Vadodara

Commas

They walked through allocation, cost, and tax impact on schemes I already held. I finally understood what each holding was meant to do in the book.

Ms. Priya Shah

Entrepreneur · Gujarat

Commas

Office and video reviews followed the same research checklist. Suitability came first — not a pitch list or a promise of performance.

Mr. Anand Desai

Senior Manager · Gujarat

Individual experiences vary. Investments in the securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns.