Financial Advisor - Wealth Management

Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation, and building strong relationships with the operations team to ensure the smooth running of all client accounts.

KEY RESPONSIBILITIES INCLUDE:

1. Identify client needs and provide them with the right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.

2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention, and grow revenue for the brand.

3. Build and deepen relationships with existing HNI Customers to achieve an increase in revenue.

4. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

5. Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

6. Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate, and fixed income.

7. Keeping client plans up-to-date and preparing or interpreting for client's information such as investment performance reports, financial document summaries, or income projections.

8. Interact with the various teams within the organization such as Research, Financial Planning, Insurance, and Operations to ensure prompt supply of information to the client.

Any other ad-hoc duties as directed

APPLICANT REQUIREMENTS:

- 3-6 years of Investment Advisory/Financial Advisory/Fund management within the financial services arena

- Degree educated (AFP / CFP preferred) for Fresher

- Attention to detail

- Good command of English both conversation and written correspondence (email etc).

- Strong customer service skills.

- A passion for meeting people, networking, and maintaining relationships

- Travel: Travel within the city is an expected feature of this job

- Team handling capabilities for Experienced advisors.