Wealth Advisor

5 days ago

Gurugram Haryana, India Primedin Wealth Pvt. Ltd. Full time

**JOB TITLE**:
Client Engagement Manager

**LOCATION**:
Gurgaon

**ABOUT THE COMPANY**

Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric approach that ensures sustained financial success. With a strong presence in the wealth management industry, we continue to drive excellence and offer an exceptional experience to our clients.

**PROFILE SUMMARY**

**JOB RESPONSIBILITY AND ACCOUNTABILITY**
- Identify and engage potential high-net-worth and mass affluent clients to expand the firm’s client base
- Develop and execute targeted business development strategies by leveraging existing network & referrals
- Present and articulate Primedin Wealth’s services to prospective clients and successfully close new business
- Serve as the primary point of contact for a portfolio of existing clients
- Responsible for providing ongoing financial advice and personalized wealth management support
- Collaborate with existing clients to ensure satisfaction, retention, and growth of assets under management
- Regularly review and update clients' financial plans to ensure alignment with their evolving financial objectives
- Collaborate with senior advisors and portfolio managers to develop customized financial plans
- Collaborate with portfolio managers and identify and suggest unique investment strategies as per clients’ needs
- Understand the risk appetite & investment objectives of the clients and recommend adjustments as per market
- Educate investment strategies and share insights on estate planning and tax optimization
- Ensure client interactions & financial plans comply with industry regulations & internal compliance standards
- Maintain accurate and up-to-date client records and documentation, in line with company policies

**SKILLS REQUIRED**
- In-depth knowledge of financial markets, investment products, and risk management strategies
- Proven ability to develop and cultivate a network of high-net-worth clients and prospects
- Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport with clients
- Proficiency in financial planning software, CRM systems, and Microsoft Office Suite
- Strong business development acumen with a proactive approach to identifying new business opportunities
- A commitment to excellence, with a collaborative attitude and a strong work ethic

**ELIGIBILITY**
- Bachelor's degree in Finance, Economics, Business, or a related field
- Relevant certifications such as NISM, CFP, CFA, or other industry-recognized credentials are a plus
- At least 3 years of relevant experience in private banking, wealth management, or financial advisory
- Must have a strong track record in client acquisition and relationship management

**WORKING DAYS & TIME**
- Monday to Saturday (Alternate Saturdays Off)
- 10:00 AM - 6:30 PM

Pay: ₹22,000.00 - ₹25,000.00 per month

Work Location: In person

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