Successful Financial Advisor Wanted

2 days ago

Gurgaon, Haryana, India beBeeFinancialAdvisor Full time ₹ 15,00,000 - ₹ 20,00,000
Wealth Manager Opportunity

Job Description:

We are looking for an experienced Financial Advisor to join our team. As a Wealth Manager, you will be responsible for providing personalized financial advice to high net worth clients and managing their investment portfolios.

The ideal candidate will have a certified Wealth Management or Financial Planning qualification and experience in managing high net worth clients. They will also possess strong numerical and analytical skills with close attention to detail.

A pre-existing client book of NRI and/or HNI is required for this role. A trustworthy and financially sound professional with an instinct to deliver top quality service is essential.

This is a challenging yet rewarding opportunity for someone who is ambitious, driven by targets and has a proven sales track record in private advisory wealth management.

Key Activities:

  • Build and develop a bank of wealth management clients.
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication.
  • Build continuous AUM by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.

Benefits:

  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Competitive commission bonus based on a transparent structure.

Required Skills and Qualifications:

  • Certified Wealth Management or Financial Planning qualification.
  • Pre-existing client book of NRI and/or HNI.
  • Strong numerical and analytical skills with close attention to detail.
  • Proven sales track record in private advisory wealth management.

Keyword: FinancialAdvisor

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