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High Net Worth Investor Advisor
2 weeks ago
We are seeking a highly skilled Financial Services Specialist to join our team. This role involves engaging with High Net-Worth Individuals (HNIs) and providing them with high-quality wealth management services.
- 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:
- Bachelor's/Master's degree in Finance, Commerce, Economics, or related field.
- 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
- Proven track record of handling HNI clients and converting leads.
Benefits:
- Opportunity to work with a dynamic team.
- Chance to build long-term relationships with clients.
- Growth opportunities in a fast-paced industry.
