Luxury Financial Advisor

7 days ago

Hyderabad Secunderabad Telangana, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 28,00,000

Deliver exceptional client experiences as a Luxury Financial Advisor. This role requires a strong understanding of wealth management principles and the ability to design customized financial plans that meet the unique needs of affluent clients.

The ideal candidate will have prior experience working in private banking or wealth management, with a proven track record of selling investment products such as mutual funds, PMS, and structured products. A minimum investment amount of 1 Cr is required for this role, and candidates must be able to advise clients across various asset classes.

  • Strong analytical skills and ability to work in teams
  • Candidates with good vintage in their present and previous companies (minimum tenure of 3-4 years)
  • Responsible for acquiring preferred clients (affluent & super affluent) and maintaining relationships to generate AUM from these clients
  • Advising affluent & super affluent clients on investments and managing their overall financial portfolio to deepen wallet from existing clients
  • Track the affluent & super affluent client segment in the market for new client acquisition
  • Research and investigate available investment opportunities/financial market trends to determine whether they fit into clients' portfolios

Able to coordinate with product and research teams for taking investment decisions for clients. Conduct and assist in organizing seminars, workshops, and other business development activities.

This role requires a high level of professionalism, excellent communication skills, and a passion for delivering outstanding client service.

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