Senior Financial Advisor
5 days ago
Company Overview
Armstrong Capital & Financial Services Pvt. Ltd. is a leading boutique financial planning and investment solutions firm based in Bengaluru, India. Our mission is to deliver tailored financial solutions to our clients, catering to their unique risk-taking appetite and long-term financial goals.
The ideal candidate will be responsible for providing expert financial planning and investment advice to our discerning clients, developing and implementing bespoke wealth management strategies that align with their objectives.
Job Description
We are seeking a highly motivated Senior Financial Advisor to join our team of experienced professionals. As a key member of our advisory team, you will be responsible for:
- Building and maintaining strong relationships with high-net-worth individuals, identifying potential leads, and cultivating new business opportunities.
- Developing and implementing comprehensive financial plans to meet the investment objectives and goals of our clients, including asset allocation, diversification, portfolio analysis, product selection, and performance monitoring.
- Conducting regular reviews and feedback sessions with clients, ensuring their financial well-being and satisfaction.
- Maintaining accurate records of client portfolios for periodic reviews and performance analysis.
- Liaising with our research team to stay updated on market trends and provide expert advice to our clients.
Requirements and Skills
To be successful in this role, you must possess:
- A Master's degree in Finance or Banking.
- At least 3-8 years of experience in wealth management and client management.
- Proficiency in MS Office and CRM systems.
- Excellent communication and interpersonal skills, with the ability to build lasting relationships with clients.
- Strong analytical and problem-solving skills, with attention to detail.
Salary and Benefits
We offer an attractive salary range of ₹15,00,000 - ₹30,00,000 per annum, depending on experience, plus a bonus structure tied to individual performance and company-wide targets. We also provide a comprehensive benefits package, including medical insurance, retirement plan, and paid time off.
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