Advisor - Wealth Management - Bank (1-7 yrs)
Advisor - Wealth Management (Drive Face to Face|28th Oct'23|Gurgaon)
- To provide advisory services to clients for investments, wealth creation, risk management, retirement planning, etc
- Conduct in-depth financial analysis of client's current financial situations including income, expenses, assets & liabilities, net-worth and restructure portfolio according to their goals and risk profile.
- To acquire HNI clients for advisory and financial planning by self-sourcing, client referrals, organic reach etc
- Review and analyse client's investment portfolios regularly to ensure they are aligned with their financial goals and risk tolerance.
- Virtual and face to face meetings with prospects and existing clients for servicing, building trust and relationship.
- To establish and maintain strong relationship with clients and thus generating business and references.
- Stay up to date with the latest financial market trends and investment products and provide clients with informed recommendations.
Key Requirements :
- Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues.
- Should be confident and presentable with strong analytical and problem-solving skills
- Should have a good knowledge of equity & debt market and various financial products.
- Strong ability to manage multiple clients and various products with target accomplishments.
- Desire to learn, explore and grow in the finance domain.
Qualification :
- MBA/Postgraduation with relevant experience in financial services industry
- CFP/CWM or related certification
- NISM series X-A and X-B will be added advantage
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