Wealth Advisor — HNI Desk

Company: HDFC Bank

Location: Mumbai (Bandra/Khar)

• Manage advisory relationships with HNI clients.

• Recommend investments across equities, bonds, mutual funds, alternatives.

• Prepare holistic financial plans and portfolio reviews.

• Cross-sell private banking and lending solutions.

• Stay abreast of market trends and regulatory changes.

• Maintain strict KYC and suitability documentation.

• Required: 4–8 years wealth management experience.

• Preferred: CFP / CFA level II, excellent client-facing skills.

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