Client Wealth Strategist

Ambience HR LLP • Bengaluru, Karnataka, India • Posted June 17, 2026

Location Bengaluru, Karnataka

Job Type Full-time

Category Financial Specialists

Posted June 17, 2026

Job Description

Role / Job Title: Investment Counsellor
Department: Wealth Management – Sales
Location: Chennai, Ahmedabad, Delhi, Mumbai, Bangalore

Key Roles & Responsibilities
A. Investment & Portfolio Management

-  Review and analyze clients’ existing investment portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions.

-  Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.

-  Support cross-sell and up-sell of approved wealth and investment products while ensuring suitability and long-term value creation.

-  Identify dormant or under-invested client portfolios and work with Relationship Managers to improve engagement and investment penetration.
B. RM & Branch Enablement

-  Partner closely with Branch RMs, PBG RMs, VRMs, and branch teams to ...

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