Client Financial Partner - HNI/UHNI

We are hiring Client Financial Partners to scale the business and for that, we aim to bring in the best wealth experts to be a part of our Client's team. Those who have passionately built successful portfolios of India's wealthy and ultra-wealthy with the client's best interests at heart. He/She will be responsible for helping clients understand the products that generate the most sustainable returns and help them invest and grow their wealth.

Job Description:

- Build a client base of HNI/UHNI clients

- Provide financial solutions to clients based on their requirements and goal

- Grow the client base for Dezerv

- Be responsible for increasing the assets under management for the region

- Review and diversify existing client portfolios

- Share regular communications with clients regarding market updates and provide proactive insights on changing environments

Desired Skill Set

- 10+ years of sales experience in financial services like wealth firms, AMCs etc.

- Have excellent communication skills

- Ability able to analyse the requirement of the client's basis their financial goals and have strong logical and numerical ability

- Have the ability to perform in target target-driven environment

- Follow Dezerv's guidelines and compliance needs

- Ability to explain complex investment methodology to clients in simple terms

- Be mission-oriented and comfortable with ambiguity

Education & Certifications:

- NISM Mutual Funds & PMS Distributors certificates