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Strategic Wealth Advisor
2 weeks ago
We are seeking highly motivated professionals to join our team as Relationship Managers. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and providing them with customized wealth management services.
- Key Responsibilities:
- Acquire and retain HNI clients through effective relationship management strategies.
- Convert qualified leads into managed portfolios by identifying their financial goals and objectives.
- Provide personalized investment advice across mutual funds, equity, and wealth management products.
- Monitor and review client portfolios to ensure consistent performance and make necessary adjustments.
- Collaborate with internal teams to deliver seamless wealth advisory services.
Qualifications:
- Bachelor's/Master's degree in finance, commerce, economics, or related field.
- Minimum 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory.
- Proven track record of handling HNI clients and converting leads.
Benefits:
- Opportunity to work with a premier end-to-end wealth advisory firm.
- Chance to build long-term relationships with high net worth individuals.
- Competitive compensation and benefits package.
