
Elite Financial Strategist
2 weeks ago
We are seeking a skilled Private Wealth Advisor to join our team, focusing on building long-term relationships with high-net-worth individuals and delivering personalized wealth management solutions.
Key responsibilities will include understanding clients' financial objectives, providing tailored investment advice, and ensuring alignment with their goals.
The ideal candidate will possess expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
They will also be able to educate clients on the features, benefits, and risks associated with various products, and recommend suitable investment strategies based on clients' preferences and risk profiles.
Key Requirements:- Minimum 12-18 years of relevant experience in wealth management
- Strong understanding of wealth management products, including AIFs and PMS
- Proven track record of building and managing relationships with high-net-worth individuals
- Excellent communication, presentation, and negotiation skills
- Ability to work independently and as part of a team in a fast-paced environment
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