Verified Job
Accounting - Finance
Wealth Partner
Accounting - Finance
#702718
Remote / WFH
Job Description
Full job description
JOB OVERVIEW:
We are looking for an experienced wealth professional who has built strong client relationships and is now ready to take the next step — taking ownership of their client relationships and driving growth with an entrepreneurial mindset. Someone who genuinely understands client needs, believes in recommending the right products, and wants to create lasting value
If you’ve always been the go-to person for your clients’ financial needs — this is your opportunity to build and grow your client base within a supportive and empowering environment.
COMPANY OVERVIEW:
PROSPERi5 is a comprehensive wealth management platform offering end-to-end financial solutions — from goal-based investing and protection to advanced products and mortgage services. We bring all financial needs under one trusted platform, backed by a client-first philosophy, transparent advisory, and strong operational support.
At PROSPERi5, we empower professionals and clients alike to build, preserve, and grow wealth with clarity, confidence, and long-term trust.
KEY RESPONSIBILITIES:
Act as a trusted advisor to clients across all financial product categories including investments, insurance, loans, and wealth solutions.
Build and maintain long-term client relationships through transparent, need-based advice, regular engagement, and periodic portfolio reviews.
Understand client goals and risk profiles, and recommend solutions that align with their financial objectives — ensuring 100% suitability and compliance in all advice.
Leverage your existing network to generate new business opportunities and expand client coverage
Coordinate with the operations and compliance teams to ensure smooth onboarding, documentation, and servicing with zero operational errors.
Stay updated on market trends and new products to provide timely insights and proactive advice to clients.
IDEAL CANDIDATE PROFILE:
Currently working in the financial industry (banking, wealth management, or advisory role).
Has a strong client base built on trust and consistent engagement.
Passionate about creating long-term financial impact for clients.
Entrepreneurial mindset — confident in handling clients, while relying on our operational backing
Excellent communication, client handling, and interpersonal skills.
WHY JOIN US:
Build your own client portfolio with full operational, compliance, and backend support.
Freedom to offer solutions that best suit clients
Access to comprehensive product suite i.e. Mutual Funds, Insurance, Loans, AIFs, PMS, Bonds, and more.
Attractive remuneration structure designed to reward performance, client satisfaction, and long-term relationship building.
Full Backend Support – so you can focus on advisory and relationships.
Job Type: Full-time
Pay: From ₹50,000.00 per month
Application Question(s):
Total years of experience?
Current package?
Expected package?
Notice Period?
Work Location: In person
JOB OVERVIEW:
We are looking for an experienced wealth professional who has built strong client relationships and is now ready to take the next step — taking ownership of their client relationships and driving growth with an entrepreneurial mindset. Someone who genuinely understands client needs, believes in recommending the right products, and wants to create lasting value
If you’ve always been the go-to person for your clients’ financial needs — this is your opportunity to build and grow your client base within a supportive and empowering environment.
COMPANY OVERVIEW:
PROSPERi5 is a comprehensive wealth management platform offering end-to-end financial solutions — from goal-based investing and protection to advanced products and mortgage services. We bring all financial needs under one trusted platform, backed by a client-first philosophy, transparent advisory, and strong operational support.
At PROSPERi5, we empower professionals and clients alike to build, preserve, and grow wealth with clarity, confidence, and long-term trust.
KEY RESPONSIBILITIES:
Act as a trusted advisor to clients across all financial product categories including investments, insurance, loans, and wealth solutions.
Build and maintain long-term client relationships through transparent, need-based advice, regular engagement, and periodic portfolio reviews.
Understand client goals and risk profiles, and recommend solutions that align with their financial objectives — ensuring 100% suitability and compliance in all advice.
Leverage your existing network to generate new business opportunities and expand client coverage
Coordinate with the operations and compliance teams to ensure smooth onboarding, documentation, and servicing with zero operational errors.
Stay updated on market trends and new products to provide timely insights and proactive advice to clients.
IDEAL CANDIDATE PROFILE:
Currently working in the financial industry (banking, wealth management, or advisory role).
Has a strong client base built on trust and consistent engagement.
Passionate about creating long-term financial impact for clients.
Entrepreneurial mindset — confident in handling clients, while relying on our operational backing
Excellent communication, client handling, and interpersonal skills.
WHY JOIN US:
Build your own client portfolio with full operational, compliance, and backend support.
Freedom to offer solutions that best suit clients
Access to comprehensive product suite i.e. Mutual Funds, Insurance, Loans, AIFs, PMS, Bonds, and more.
Attractive remuneration structure designed to reward performance, client satisfaction, and long-term relationship building.
Full Backend Support – so you can focus on advisory and relationships.
Job Type: Full-time
Pay: From ₹50,000.00 per month
Application Question(s):
Total years of experience?
Current package?
Expected package?
Notice Period?
Work Location: In person
