Wealth Advisor

Hi , Glad to connect with you Please find the appended job description for the role Wealth Advisor for Equentis for your reference and let me know if you wish to pursue the same. Retail Wealth Advisory is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in...

Key Roles / Responsibilities **Plan the day’s work with emphasis on leads to be contacted basis theimportance of the Wealth Advisory funnel and size** Identify fitment of Wealth Advisory products matching the client’s investing goals **Interact with potential customers with the emphasis on high qualitylead conversions.** Proactively follow up leads...

Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...

Key Roles / Responsibilities **Plan the day’s work with emphasis on leads to be contacted basis theimportance of the Wealth Advisory funnel and size** Identify fitment of Wealth Advisory products matching the client’s investing goals **Interact with potential customers with the emphasis on high qualitylead conversions.** Proactively follow up leads...

Broader Role / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the importance of the sales funnel and size - Identify fitment of sales products matching the client’s investing goals - Interact with potential customers with the emphasis on high quality lead conversions. - Proactively follow up leads assigned by Sales...

Job description Key Roles / Responsibilities   * Plan the day's work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client's investing goals  * Interact with potential customers with the emphasis on high quality lead conversions.  *...

Strategic Wealth Advisors WantedWe are seeking experienced and driven wealth advisors to join our team. As a strategic advisor, you will be responsible for acquiring, managing, and advising high net worth clients. Your role will involve driving revenue across a diverse range of investment products and ensuring unparalleled client satisfaction.Key...

**Job Summary**: **Responsibilities**: **Client Acquisition & Management**: - Identify and onboard new clients through lead generation and networking. - Build and maintain strong relationships with clients to ensure customer satisfaction. **Sales & Revenue Generation**: - Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance,...

Career Opportunities in Investment Advisory ServicesOur organization is seeking an experienced and skilled investment advisor to cater to the needs of high net worth individuals.To provide customized wealth advisory services to HNI clients, meeting their financial objectives and risk tolerance.To recommend suitable investment products such as mutual funds,...

We have excellent opportunity in Mumbai for Wealth Advisor, based in Lower Parel Please note this is office based Sales job, into client acquisition Excellent incentive structure. Min Salary including incentives 8 lakhs pa Regards Team HR **Job Types**: Full-time, Permanent Pay: ₹40,000.00 - ₹50,000.00 per month **Benefits**: - Health...