Wealth Management Advisor
10 hours ago
Company Description
EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our clients' financial goals are met with the highest level of professionalism and expertise.
Role Description
This is a full-time on-site role for a Wealth Management Advisor located in Bengaluru. The Wealth Management Advisor will be responsible for providing clients with individualized financial planning and investment advice to help them achieve their long-term financial goals. Day-to-day tasks will include evaluating clients' financial needs, designing and implementing investment strategies, reviewing and managing investment portfolios, and offering retirement planning services. The advisor will also regularly meet with clients to discuss their financial progress and make necessary adjustments to their plans.
Qualifications
- Financial Planning and Retirement Planning skills
- Expertise in Investments and Finance
- Experience in Wealth Management Services
- Excellent interpersonal and communication skills
- Ability to work independently and collaboratively
- Strong analytical and problem-solving abilities
- Relevant certifications (e.g., NISM) are an advantage
- Bachelor's degree.
- Those without a finance background are also eligible.
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