Strategic Wealth Advisor

8 hours ago


Bengaluru, Karnataka, India I Cap Financial Services Full time

I Cap Financial Services is a dynamic and rapidly growing company seeking an experienced Strategic Wealth Advisor to join our team. This role offers the opportunity to work with high net-worth clients, providing tailored solutions to meet their financial needs.

As a Strategic Wealth Advisor, you will be responsible for:

  • Business Development: Identify and acquire new clients through targeted marketing efforts, leveraging your network and industry connections.
  • Market Analysis: Stay up-to-date on market trends and economic developments, ensuring you can provide informed advice to your clients.
  • Cross-Selling: Collaborate with existing clients to identify opportunities for additional products and services that align with their financial goals.
  • Client Education: Offer guidance on stock market-related issues, helping clients make informed decisions about their investments.
  • Trading Strategies: Develop and implement personalized trading plans to maximize returns for clients.

To succeed in this role, you will need:

  • A minimum of 1 year of experience in the stock market, preferably with a strong track record of success.
  • Strong Analytical Skills: Ability to analyze market data, identify trends, and make informed decisions.
  • Excellent Communication Skills: Effective communication with clients, colleagues, and other stakeholders.

We offer a competitive salary range of $80,000 - $110,000 per annum, commensurate with experience. Benefits include:

  • A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
  • Ongoing training and professional development opportunities to enhance your skills and knowledge.

If you are a motivated and results-driven individual with a passion for the stock market, we encourage you to apply for this exciting opportunity.



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