Client Advisor

Job Summary

Kamet Capital is seeking a motivated Client Advisor to develop client relationships and support senior advisors in delivering wealth management and family office solutions to high-net-worth clients, contributing to business growth and investment advisory excellence.

Responsibilities

• Develop new client relationships to drive the firm’s business growth
• Build and maintain strong relationships with clients, professional intermediaries, and business partners to enhance client engagement
• Support senior advisors in managing client relationships and delivering comprehensive wealth management and family office solutions
• Collaborate with the Investment Team to deliver tailored investment strategies, conduct portfolio reviews, and provide market insights to clients
• Coordinate client due diligence, onboarding, and compliance processes with internal stakeholders to ensure regulatory adherence
• Contribute actively to client events, marketing initiatives, and business development activities to strengthen client acquisition and retention
• Maintain up-to-date knowledge of financial markets, investment products, and applicable regulatory requirements to advise clients effectively

Preferred competencies and qualifications

• 3–5 years of relevant experience in private banking, priority banking, wealth management, asset management, or investment advisory
• Existing network of high-net-worth clients and professional intermediaries is advantageous
• Strong understanding of investment products, financial markets, and capital markets
• Demonstrated interpersonal, presentation, and relationship management skills
• Highly motivated with a genuine interest in building a long-term career in investment advisory and family office services