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Junior / Senior Wealth Advisor - NBFC

Junior / Senior Wealth Advisor - NBFC

Assumere Consultants Private LimitedBangalore, India
30+ days ago
Job description

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.

  • Conduct periodic portfolio reviews to ensure alignment with life / economic changes or performance fluctuations.
  • Collaborate with internal teams including Research, Financial Planning, Insurance, and Operations to ensure accurate and timely client service.
  • Organize workshops and represent the organization in public or corporate-sponsored events.
  • Prepare and interpret investment reports, income projections, and summaries for client discussions.

    • Skills & Qualifications :

  • Education : Postgraduate (Mandatory)
  • Preferred Certifications : AFP / CFP / NISM XA XB
  • Proven experience in wealth management, client advisory, and portfolio management.
  • Strong interpersonal and communication skills.
  • Strategic mindset with hands-on experience in financial planning and investment advisory.

    • ref : iimjobs.com)

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