Senior Wealth Advisor - HNI & UHNI Acquisition (1-3 yrs)
Job Description-:
Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Estate Planning and other allied services.
- Manage and review current portfolios of existing clients with focus on customer satisfaction.
- Preparation of Financial Plan based on the risk appetite, goals, time horizon of clients.
- Identifying & Increasing the Book size by acquiring new HNI & UHNI clients.
Requirement -:
- Should possess excellent communication skills and should be presentable.
- Should have thorough knowledge of financial markets & instruments like Direct Equity, Mutual Funds, Secondary Bond, AIF's, PMS, Insurance etc.
- Related Experience in Financial Advisory / Distribution of at least 1-3 years is essential
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