Sales Advisor - Wealth Management (1-6 yrs)
Overview:
Provide high-net-worth clients with comprehensive financial advice and investment products to help grow and manage their wealth.
Principal Duties:
- Consult with clients to identify their long-term financial objectives.
- Offer tailored investment products, retirement plans, and wealth management strategies.
- Establish trust-based relationships with clients, providing ongoing financial advice.
- Work closely with internal teams to deliver a seamless client experience.
- Keep abreast of market trends, investment opportunities, and regulatory changes.
Requirements:
- Bachelor's degree in finance, economics, or a related field.
- Prior experience in wealth management or investment advisory.
- In-depth knowledge of financial markets and investment products.
- Strong interpersonal skills and ability to manage client portfolios.
For More Information:
Contact Priyansi P | HR Team
Phone/WhatsApp: +91 8160174117
