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4 days ago
Financial Services Professional
Job Description:We are seeking a highly motivated and experienced Financial Advisor to fill the position of Managing Financial Portfolios.
The ideal candidate will be responsible for acquiring and maintaining relationships with High Net Worth (HNI) clients, advising them on their investments and overseeing their overall financial portfolios.
The successful candidate will possess excellent communication skills, a strong understanding of financial markets and products, and the ability to research and investigate new investment opportunities.
The key responsibilities of this role include:
- Maintaining client relationships and generating Assets Under Management (AUM)
- Advising HNI clients on their investments and managing their overall financial portfolios
- Coordinating with product and research teams for investment decisions
- Conducting seminars, workshops, and other business development activities
- Researching and investigating new investment opportunities
The ideal candidate will have:
- A minimum of 5 years of experience in financial services, preferably in broking companies and insurance sectors
- Excellent communication and interpersonal skills
- Strong knowledge of financial markets and products
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