Great advice starts
with the right people.
Specialist search for financial advisers, wealth professionals and advisory leaders.
About Bhatia Recruitment.
Direct search for companies that cannot afford to wait for the right people to apply.
Recruitment for firms built around trusted advice.
We support financial advisory and wealth management businesses hiring professionals responsible for client relationships, advice and long-term growth.
Financial Advisory Firms
Independent and established advisory businesses serving private and commercial clients.
Wealth Management
Wealth managers, investment advisers and private-client businesses.
Private Banking
Relationship-led teams serving affluent and high-net-worth clients.
Mortgage & Protection
Specialist advisers across mortgages, pensions, protection and retirement planning.
Your clients need trusted advisers. The right ones are already advising elsewhere.
Strong advisers combine technical knowledge, commercial judgement and client trust. The professionals you want are often already employed and managing relationships.
You are hiring more than technical knowledge.
Advisers represent your firm, retain relationships and become a trusted point of contact for clients.
Every missing adviser limits capacity.
Fewer advisers means less capacity to serve, retain and develop client relationships.
Strong advisers are already being approached.
Competition starts before a professional ever decides to actively look for another role.
From open mandate to qualified adviser.
A direct-search process designed around advisory experience, client relationships and fit.
Understand the mandate.
We define qualifications, advisory experience, client segment, location, compensation and hiring priorities.
→Map the advisory market.
We identify advisory firms, wealth managers, private banks, adviser teams and relevant competitors.
→Approach the right advisers.
We contact relevant professionals directly, including advisers who are not actively searching.
→Qualify before introduction.
Experience, qualifications, client exposure, motivation, expectations and availability are discussed first.
→Meet relevant professionals.
Qualified advisers are introduced and we remain involved through interviews, feedback and the hiring process.
✓An adviser is more than a qualification.
Technical knowledge matters. But successful advisory professionals also need credibility, judgement, communication and the ability to build long-term trust.
50 roles across financial advisory.
Financial advice, wealth management, private clients, mortgages, pensions, protection and leadership.
Financial advisory across global markets.
Specialist search adapted to local advisory markets, professional structures and candidate landscapes.
Frankfurt
Finanzberater, Vermögensberater, Wealth Management, Private Banking and specialist financial advisory.
London
IFAs, Financial Planners, Paraplanners, Wealth Managers, Mortgage Advisers and advisory leadership.
New York
Financial Advisors, Wealth Managers, Investment Advisors, Private Client professionals and advisory leaders.
Mumbai
Wealth Managers, Financial Advisors, Relationship Managers, Investment professionals and private-client teams.
Sydney
Financial Advisers, Wealth Advisers, Private Client professionals, planners and advisory leadership.
Dubai
Wealth Management, Private Banking, Relationship Management, Investment Advisory and international private-client teams.
Our management team
The people behind our search, sales and client delivery.
Onika Bhatia
Managing Director
Gauri Bhatia
Managing Partner
Ishan Bhatia
Managing PartnerRobin Becker
Head of Global SalesPoovarasu Natarajan
Senior Project ManagerWhat to expect from the first conversation.
A focused discussion around your current hiring situation — before deciding whether a search mandate makes sense.
Your hiring situation
We look at the role, urgency, requirements, current recruiting process and where the search is getting stuck.
Understand the challenge.Market & search strategy
We discuss the relevant talent market, candidate profile and how direct search could reach people outside your existing applicant pool.
Define the approach.Clear next steps
You leave knowing whether we can support the search, what the process would look like and what happens next.
Decide with clarity.Looking for your next adviser?
Tell us what your team needs. We will discuss the mandate, the market and how we can approach the right professionals.
Discuss your hiring needs ↗Explore our other practices.
Specialist direct search across selected professional and technical markets.
Tax
Technology
Beyond recruitment.
Businesses across corporate advisory, investment and professional development.