
Career Opportunities: Financial Advisor
2 days ago
We are seeking a skilled and experienced Financial Advisor to join our team.
- Achieve financial goals by delivering exceptional service to high net worth clients, managing their relationships, and ensuring they receive the best possible advice.
- Maintain existing client relationships and grow assets under management (AUM) from preferred clients.
- Develop and implement personalized investment plans for affluent and super-affluent clients, providing expert guidance on investments and overall financial portfolio management.
- Identify and acquire new business opportunities in the affluent and super-affluent client segment.
- Minimum 5-8 years of experience in Private Banking or Wealth Management, with a strong track record of success.
- Proven ability to manage high net worth clients with investments exceeding Rs.1 Cr.
- Excellent communication and interpersonal skills, with a consultative approach to building long-term client relationships.
Benefits:
- Opportunity to work with high net worth individuals and families.
- Competitive salary and bonus structure.
- Ongoing training and professional development opportunities.
About the Role:
This is an exciting opportunity for a seasoned Financial Advisor to take their career to the next level. If you are passionate about delivering exceptional service and have a proven track record of success in Private Banking or Wealth Management, we encourage you to apply.
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