Client Financial Partner - Wealth Management Firm

About the role:

Dezerv- is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology - and we are looking to scale our business, for which, we aim to bring in the best wealth experts to be a part of our team. Those who have passionately built successful portfolios of India's wealthy and ultra-wealthy with the client's best interests at heart will find the perfect opportunity at Dezerv. You will be responsible for helping clients understand the products that generate the most sustainable returns and help them invest and grow their wealth.

What you will work on:

- 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

What we expect:

- 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 :

- Bachelor's Degree

- NISM Mutual Funds & PMS Distributors certificates