Senior Financial Advisor

3 days ago

Ahmedabad, Gujarat, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

Responsibilities of a Senior Financial Advisor include:

1. Building and managing high net worth client relationships to drive revenue growth through equity broking, mutual funds, portfolio management services, and alternative investment funds.

2. Designing and implementing personalized financial plans for affluent and ultra-high-net-worth clients to ensure they receive tailored advice.

3. Managing a book of clients with minimum investments exceeding Rs 25 lakhs, focusing on generating assets under management from these high-value clients.

4. Identifying opportunities to deepen existing client relationships, expand the client base, and increase overall wallet share.

5. Staying updated on market trends and investment opportunities to provide expert advice to clients on their portfolios.

6. Collaborating with product and research teams to make informed investment decisions that meet client objectives.

7. Organizing seminars, workshops, and other business development activities to foster growth and networking opportunities.

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