Strategic Client Advisor

17 hours ago

Gandhinagar, Gujarat, India beBeeFinancial Full time ₹ 82,90,000 - ₹ 1,21,84,000

At Ikashi Wealth, we are expanding our relationships department and seeking dynamic professionals who can engage with high net-worth individuals (HNIs) and provide high-quality wealth management services.

The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

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
  • Collaborate with internal teams to deliver seamless wealth advisory services

Qualifications:

  • A bachelor's or master's degree in finance, commerce, economics, or a related field
  • 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory
  • A proven track record of handling HNI clients and converting leads

Relationship Executives:

  • A bachelor's or master's degree in finance, commerce, economics, or a related field
  • Minimum 1 year of experience in wealth/equity/mutual funds domain
  • Strong communication and interpersonal skills
  • Ability to understand client needs and provide appropriate investment solutions

Benefits:

Ikashi Wealth offers a unique opportunity for professionals to build long-term trust with clients and deliver measurable growth.

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