Senior Financial Advisor - Multi Family Office - HNW - Boutique Advisory Group

This boutique advisory group has a unique opportunity for a relationship focused Multi Family Office Advisor. The business is currently spread across Mumbai, Delhi, Bangalore and Chennai.

Responsibilities:

- Focus on providing quality financial advice by assessing financial statements of the HNI clients

- Utilise your extensive networks to generate future business opportunities

- Deepen client relationships by understanding client situations, goals, and preferences

- Serve as point of contact for clients, coordinating service delivery with other members of the client team

- Participate in client investment and planning processes (estate planning, tax strategies for assets under management and portfolio management)

- Show diligence in maintaining all forms of client related communication and documentation

Successful Applicant:

- Minimum 10 years of relevant experience in investment management and/or financial advisory services, with an ability to support client relationships

- Bachelor's Degree from an accredited college or university

- Deep understanding for financial product offerings

- Strategic thinking and problem solving skills

- Ability to influence and drive stakeholders

What's on offer:

- An opportunity to gain exposure to wealth preservation and philanthropy

- A competitive salary package will be negotiated for the successful candidate