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Wealth Advisor and Financial Planner
2 months ago
Wealth Advisor and Financial Planner
Location: Connaught Place, Delhi
Job Type: Full-Time
Working Days: Mon to Fri
Job Summary:
The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners.
Key Responsibilities:
1.Client Acquisition & Relationship Management:
Identify and onboard HNWIs and distributors to expand the firm’s wealth management client base.
Develop and maintain relationships with financial intermediaries, distributors, and other partners to ensure effective distribution of wealth management products.
Provide personalized wealth management solutions to clients based on their financial objectives and risk profiles.
2.Product Distribution & Sales:
Drive the distribution of the company’s wealth management and investment products through various channels (e.g., financial intermediaries, distributors, etc.).
Ensure product awareness and provide in-depth knowledge of investment solutions and strategies to distribution partners.
Meet distribution and sales targets by identifying new business opportunities and closing deals with distributors and clients.
3.Advisory & Planning:
Provide expert advice on financial planning, tax optimization, retirement planning, estate planning, and investment strategies.
Conduct detailed financial analysis and present tailored financial plans to clients and distributors.
Maintain an updated understanding of market trends and product offerings.
4.Relationship Development:
Cultivate strong, long-term relationships with clients, distributors, and financial partners to ensure continuous business growth.
Collaborate with internal teams (product, research, marketing) to enhance service delivery and product development.
Ensure excellent client service and satisfaction through regular reviews and client engagement.
5.Compliance & Reporting:
Ensure adherence to regulatory requirements and company policies in all client and distribution activities.
Prepare reports on client activity, distribution performance, and market trends for internal and external stakeholders.
Key Qualifications:
Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or professional certification (CFA, CFP, etc.) is preferred.
5+ years of experience in wealth management, distribution, or financial advisory services.
Proven experience in managing HNWI relationships and distribution channels.
Strong knowledge of investment products, tax planning, estate planning, and retirement solutions.
Excellent communication, negotiation, and presentation skills.
Ability to work independently and drive sales growth in a highly competitive market.
Familiarity with regulatory and compliance requirements in wealth management.
Preferably certified NISM Series V-A Mutual Fund Distributors Certification.
Interested candidates should submit their resume and portfolio to hello@akcjcapital.com With Subject title “Wealth Advisor and Financial Planner”.
It is important to provide subject title else your mail may get lost in other mails.
