
High Net Worth Financial Advisor
3 days ago
About this role
We are seeking a skilled and results-driven Financial Planner to join our team. As a key member of our organization, you will be responsible for acquiring and retaining high net worth clients through relationship building and excellent customer service skills.
Key Responsibilities:
Providing personalized financial planning and investment advice to clients, including assessing their current financial situation, setting goals, and recommending tailored solutions.
Building and maintaining strong relationships with clients to increase revenue growth, including communicating effectively and responding promptly to client needs.
Collaborating with cross-functional teams to identify business opportunities and implement strategic plans that drive growth and profitability.
Requirements:
A strong understanding of investment products and services, including mutual funds, PMS, and structured products.
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients from diverse backgrounds.
The ability to work in a fast-paced environment with multiple priorities, managing time effectively and meeting deadlines.
Knowledge of financial regulations and compliance, ensuring all actions align with relevant laws and industry standards.
What we offer
A competitive salary and benefits package, as well as opportunities for career growth and professional development. If you are a motivated and results-driven individual looking for a challenging and rewarding role, please submit your application.
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