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Wealth Advisor

Wealth Advisor

ConfidentialHyderabad / Secunderabad, Telangana, Bengaluru / Bangalore, Chennai
30+ days ago
Job description

Job Description :

We are seeking a highly skilled and experienced Wealth Manager to join our team at one of the nations leading financial services companies, backed by a top corporate group. In this role, you will be responsible for providing personalized financial advice and investment solutions to high-net-worth individuals (HNWIs) and clients. Your expertise will help clients achieve their financial goals while managing risks and optimizing returns.

Key Responsibilities :

  • Build and manage relationships with high-net-worth clients and prospects.
  • Provide tailored wealth management advice on investments, asset allocation, retirement planning, and tax-efficient strategies.
  • Develop and implement personalized financial plans for clients, with a focus on long-term growth and wealth preservation.
  • Continuously monitor clients portfolios and offer proactive advice to adjust strategies based on market conditions.
  • Stay updated on financial products, market trends, and regulatory changes to offer the best solutions to clients.
  • Collaborate with internal teams to provide comprehensive wealth management solutions.
  • Achieve and exceed revenue and client retention targets.

Qualifications & Skills :

  • 7-15 years of experience in wealth management, private banking, or financial advisory services.
  • Strong understanding of investment products, asset management, and financial planning.
  • Excellent communication, relationship-building, and interpersonal skills.
  • Proven track record of managing HNWI clients and delivering exceptional financial outcomes.
  • Certification in financial planning or related field (CFA, CFP, etc.) is preferred.
  • Ability to work independently and in a team-oriented environment.

    • Benefits :

  • Competitive salary and performance-based incentives.
  • Opportunity to work with a leading national firm with extensive resources and support.
  • Career growth and development opportunities.

    • Skills Required

    Private Banking, Portfolio Management Services, HNI, investment products

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    Wealth Advisor • Hyderabad / Secunderabad, Telangana, Bengaluru / Bangalore, Chennai