Senior Talent Acquisition Executive at PeopleQuest Data Services
Views:36 Applications:19 Rec. Actions:Recruiter Actions:2
Wealth Advisor - Sales - BFS (2-8 yrs)
- We have an excellent opportunity with one of the leading financial platform. Please find below mentioned job description for your reference.
Job Description :
- To provide advisory services to clients for investments, wealth creation, risk management, retirement planning, etc
- Conduct in-depth financial analysis of client's current financial situations including income, expenses, assets & liabilities, net-worth and restructure portfolio according to their goals and risk profile.
- To acquire HNI clients for advisory and financial planning by self-sourcing, client referrals, organic reach etc
- Review and analyse client's investment portfolios regularly to ensure they are aligned with their financial goals and risk tolerance.
- Virtual and face to face meetings with prospects and existing clients for servicing, building trust and relationship.
- To establish and maintain strong relationship with clients and thus generating business and references.
- Stay up to date with the latest financial market trends and investment products and provide clients with informed recommendations.
Key Requirements :
- Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues.
- Should be confident and presentable with strong analytical and problem-solving skills
- Should have a good knowledge of equity & debt market and various financial products.
- Strong ability to manage multiple clients and various products with target accomplishments.
- Desire to learn, explore and grow in the finance domain.
Qualification :
- MBA/Postgraduation with relevant experience in financial services industry
- CFP/CWM or related certification
- NISM series X-A and X-B will be added advantage
Experience : Minimum 2 Years and above work experience in Finance domain
- Candidates with prior experience into Broking/Banks/Advisory to be preferred.
Perks and Benefits :
- Attractive monthly incentives
- Performance based quarterly bonus
- NISM Certifications and other trainings
