
Strategic Wealth Management Specialist
15 hours ago
Investment Advisor Role
About the Job:This role involves working with experienced professionals in financial planning and wealth management, requiring 3 to 10 years of relevant industry experience.
- Main Responsibilities:
- Client Relationship Building:
- Establish long-term, trust-based relationships with clients.
- Identify new business opportunities through existing relationships.
- Financial Planning Services:
- Conduct comprehensive financial assessments.
- Create tailored financial plans based on clients' goals and risk profiles.
- Business Growth:
- Acquire new clients and increase assets under management.
- Education & Certification:
- Bachelor's degree in a related field.
- CFP certification from the Financial Planning Standards Board (FPSB) India.
- Experience:
- Minimum of 5 years of experience in the financial advisory or wealth management industry in India.
- At least 3 years in a Relationship Manager role.
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