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Highly Skilled Financial Advisor

2 weeks ago

Amrāvati, Maharashtra, India beBeeFinancialAdvisor Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

As a highly skilled Financial Advisor, you will play a crucial role in helping clients achieve their financial goals.

You will be responsible for managing and supporting a portfolio of clients, building strong relationships, and providing personalized advisory services. This will involve conducting in-depth reviews to identify client needs, delivering tailored wealth management solutions, and gathering information to assess potential risks and opportunities.

Your expertise will enable you to analyze global markets and select appropriate products and services to meet client requirements. You will also stay up-to-date with relevant legislative and financial requirements, ensuring compliance and excellence in your work.

We are seeking a motivated and experienced individual who is passionate about delivering exceptional service and driving business growth. If you have a proven track record in private advisory wealth management and possess excellent communication skills, we would like to hear from you.

Key Responsibilities

  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing tailored advice.
  • Wealth Management: Deliver personalized wealth management solutions, identifying opportunities and mitigating risks.
  • Market Analysis: Analyze global markets to select appropriate products and services, ensuring optimal returns for clients.
  • Compliance: Stay up-to-date with legislative and financial requirements, ensuring compliance and excellence in your work.
  • Business Development: Identify opportunities for business growth, developing strategies to drive revenue and increase market share.

Requirements

  • Certifications: Certified Wealth Management or Financial Planning qualification.
  • Transferable Client Book: Pre-existing transferable client book of Non-Resident Indian (NRI) and/or High Net Worth Individual (HNI).
  • Skills: Service-focused with numerical and analytical skills, close attention to detail, and previous experience managing high net worth clients desirable but not essential.
  • Product Knowledge: Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products highly advantageous.
  • Personal Qualities: Trustworthy, financially sound professional team player with an instinct to deliver top-quality service, sound judgment skills, and attention to detail.
  • Sales Track Record: Proven sales track record in private advisory wealth management, ambition, hunger for success, and targets-driven mindset.