Senior Wealth Management Advisor
3 days ago
As a senior wealth management professional, you will be responsible for acquiring new clients and generating revenue through the delivery of high-value advisory services. Your role will also involve maintaining relationships with high net-worth individuals and corporate clients, providing tailored financial solutions to meet their unique needs.
Key Responsibilities:
- Analyzing client portfolios and identifying opportunities for growth
- Developing and recommending customized financial plans that align with clients' risk tolerance and investment objectives
- Providing regular updates and insights to senior management on market trends and client activity
- Collaborating with cross-functional teams to deliver exceptional client experiences and drive business growth
Requirements:
- Professional qualifications: Bachelor's degree in any discipline or equivalent experience
- 5+ years of experience in wealth management or a related field, preferably in a senior advisory role
- Strong understanding of investment products, market trends, and regulatory requirements
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues alike
Preferred Skills:
- Relevant industry certifications, such as AMFI or IRDA
- Experience working with wealth platforms, banking systems, or other financial technology tools
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