Wealth Management Advisor

8 hours ago

Mysore, Karnataka, India beBeeFinancial Full time ₹ 7,50,000 - ₹ 15,00,000

We are seeking an experienced wealth advisor to join our team. As a qualified financial expert, you will be responsible for building strong relationships with clients and providing personalized investment advice.

  • Key responsibilities:
  • Building and developing a portfolio of high net worth clients.
  • Managing and supporting client relationships through regular communication and tailored advisory services.
  • Identifying current personal financial needs and advising on the best course of action.
  • Conducting in-depth reviews to identify areas of improvement and delivering targeted solutions.
Required Skills and Qualifications:
  • Certified Financial Planner (CFP) or equivalent qualification.
  • Pre-existing, transferable client book.
  • Strong numerical and analytical skills, with attention to detail.
  • Previous experience in managing high net worth clients desirable.
  • Understanding of lump sum investments, offshore investments, bonds, pension products and fintech highly advantageous.
  • Trustworthy, financially sound professional with excellent communication skills.
  • Proven sales track record in private advisory wealth management.
Benefits:
  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Competitive commission bonus based on transparent structure.
  • Individual and team training to support your development.
Company Benefits:
  • Fast-paced work environment with ambitious goals.
  • Opportunity to work closely with senior management and build a strong professional network.
  • Supportive team culture that encourages collaboration and innovation.

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