Client Investment Partner (Personal CFO)

About the Role

This is a digital-first HNI client role focused on high-quality conversations with qualified, high-intent prospects who have ₹50 lakh+ portfolios. The role involves identifying opportunities to improve client investments and guiding suitable clients into 0.1% Club’s Managed Portfolios.

Key Responsibilities

• Analyze client portfolios to identify key issues across allocation, concentration, duplication, risk, performance, cost, and tax efficiency.
• Understand client goals, liquidity needs, investment horizon, risk appetite, and expectations for a managed relationship.
• Translate portfolio analysis into clear conversations about necessary changes, their importance, and how 0.1% Club Managed Portfolios address them.
• Convert suitable prospects from interest to investment with clarity and confidence, involving specialists when needed.
• Coordinate risk profiling, KYC, documentation, account opening, and the initial investment.
• Maintain ongoing client engagement post-conversion, setting clear expectations and demonstrating responsiveness.

Requirements & Tech Stack

• Mutual funds and equities.
• Ability to examine a portfolio and form a defensible point of view.
• Presence to engage sophisticated HNI clients.
• Communication skills to clarify complex investment concepts.
• Commercial instinct balanced with suitability and trust.
• Strong operating discipline: timely follow-ups, clean records, organized pipeline, and reliable coordination.
• Comfort working closely with research, product, advisory, operations, and compliance teams.

Qualifications

• 0-3 years in wealth management, private banking, broking, investment advisory, investment sales, or a comparable client-facing financial role.
• Graduate or postgraduate degree, preferably in finance, commerce, economics, or business.
• Relevant NISM certifications (must be in place or clearable within the required joining timeline).
• CFP, CFA, or CA progress is valued.