About the opportunity
Job Overview
<p>As a Wealth Advisor you will be responsible to manage the Customers Investments and support to achieve their Financial goals by providing personalized financial advice and services to clients based on their unique financial circumstances, goals, and risk tolerance.</p> <ul>
<li>Responsible for acqusition of affluent clients.</li>
<li>Maintain client relationship and generate AUM from preferred clients.</li>
<li>Advising the clients on the investments, managing the overall portfolio and deepening from the existing clients.</li>
<li>Conducting and organising seminars, workshops for bsuiness developement.</li>
<li>Researching, studying about the market, get frequent updates on investment opportunities according to the financial market trends to determine whether the best fit for the client's portfolio.</li>
</ul> <p>Looking for candidates having financial market knowledge and current updates of financial trends with atleast 7 years minimum experience in wealth management and portfolio management from banking or asset management companies will be an ideal fitment for the role.</p>