Company Description
Redstone Private Banking Search advises Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses worldwide, aiming to fully understand clients' business and development plans to find the right candidates. For more details, visit their respective websites.
Role Description
This is a full-time role for a Senior Financial Advisor located in London. Our client is a leading Indian wealth management firm listed on the Bombay Stock Exchange and National Stock Exchange are expanding their UK entity.
With over 30 years of experience, they have built a strong reputation for helping high-net-worth clients manage and grow their wealth, supported by comprehensive tax and estate planning services.
Responsibilities
* Acquire and onboard HNI clients in the UK
* Assess client suitability and provide tailored investment advice (third-party Indian market products).
* Execute transactions and deliver ongoing portfolio reviews.
* Act as primary client contact, supported by Indian research and advisory teams.
Qualifications
* 4–5 years' experience as an IFA or in wealth management
* Finance and Investments knowledge
* Strong network within the UK Indian HNWI community or UK HNWI with an appetite for Indian Investments
* Excellent analytical and problem-solving skills
* Strong communication and interpersonal skills
* Right to work in the UK