Senior Client Advisor

1 week ago

Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 16,00,000 - ₹ 24,00,000

At Ikashi Wealth, we're hiring for a new role that requires strong relationships with High Net-Worth Individuals (HNIs). This is an exciting opportunity to engage with clients and provide high-quality wealth management services.

The successful candidate will be responsible for building and maintaining strong client relationships, converting qualified leads into managed portfolios, advising clients on investment opportunities, and monitoring client portfolios. To excel in this role, you'll need to possess excellent communication and interpersonal skills, as well as the ability to understand client needs and provide appropriate investment solutions.

Key Responsibilities
  • Build and maintain strong relationships with HNI clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios to ensure consistent performance

To succeed in this position, you should have a Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field, as well as 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory. Additionally, you should have a proven track record of handling HNI clients and converting leads.

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