Junior / Senior Wealth Advisor - NBFC

Role : Jr / Senior Wealth Advisor

Location : Bengaluru, Chennai, Hyderabad, Mumbai, Delhi

Role Overview :

We are hiring dynamic professionals for the role of Jr / Senior Wealth Advisor for our esteemed NBFC client. This position is ideal for individuals with a passion for wealth management, client relationship building, and financial planning advisory. The role offers opportunities to engage with high-net-worth clients, provide tailored financial solutions, and contribute to business growth.

Key Responsibilities :

• Identify client financial needs and provide appropriate financial planning support and asset allocation strategies with the support of the Research & Financial Planner team.
• Build and manage client portfolios involving products such as insurance, mutual funds, hedge funds, real estate, and fixed income.
• Acquire new clients through referrals, events, and marketing strategies.
• Strengthen and expand existing client relationships by enhancing satisfaction, commitment, retention, and revenue growth.
• Recommend strategies in areas like investment planning, cash management, and insurance to

help clients achieve their financial goals.

Skills & Qualifications :

ref : iimjobs.com)