Sr Financial/Wealth Adviser - HNI

CA/ CFA MBA -Senior Financial / Wealth Advisor Professionals from Financial sector (Banking/Non- Banking)

We have excellent opening with one of our client which has more than 116 years of history providing financial solutions. Kindly revert with updated resume if this opportunity interests you.

Role: Senior Financial/Wealth Advisor Professionals from Financial sector(Banking/Non- Banking)

Key Responsibilities:

- Responsible for HNI client acquisition and managing the overall client relationship

- Wealth Management & Revenue Generation.

- Work closely with clients for creation and implementation of their financial plans

- Monitor financial market trends to ensure that plans are effective, & to identify any necessary updates.

- prepares and interprets for client’s information such as investment performance reports, financial document summaries, and income projections.

- Research and investigate new investment opportunities to determine relevance for clients

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Sell financial products such as bonds, mutual funds, and insurance.

- Conduct seminars and workshops on financial planning topics

Qualifications

- CA/ CFP/ MBA with at least 5-11 years experience in financial services industry

- A deep understanding of the financial advisory business process

- Proven people, business and project leadership & negotiation experience

- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, & creativity, and excellent communication, relationship & organizational skills

- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.

- Ability to work in an individual contributor Role.

- Should have strong client base.

Location: Pune ,Bangalore,Mumbai

Salary : Negotiable.

Contact-
Priyanka Thakur
Mount Talent Consulting, India, APAC & EMEA
Mount Technology Consulting Inc., USA
priyankat@mounttalent.com | Cell: +91- 9560686333 | Website:www.mounttalent.com
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