Private Wealth Advisor

Company Description

Unien Financial Services is dedicated to shaping the future of wealth management through innovative technology and strategic partnerships. Our best-in-class platform allows us to provide tailored financial strategies, empowering clients to achieve their aspirations with confidence. With a team of experienced Wealth Managers, we deliver proactive and effective financial guidance to ensure superior outcomes. Unien Financial Services specializes in distributing a range of financial products, including Mutual Funds, Portfolio Management Services, Alternative Investment Funds (AIFs), Private Equities, Structured Debts and Direct Bonds.

Role Description

This is a full-time, on-site role based in Kolkata/ Hyderabad /Bengaluru/ Chennai / Delhi / Mumbai / Pune / Jaipur for a Private Wealth Advisor .The Advisor will be responsible for providing personalized financial planning and investment solutions to clients. The role also requires staying updated on market trends to deliver informed advice and strategies to maximize client's wealth objectives.

Qualifications

• Proficiency in Financial Planning and Investment Management
• Strong Analytical Skills and expertise in Financial Analysis
• Excellent Communication skills for building and maintaining client relationships
• Proven understanding of Finance and related principles
• Ability to adapt to market trends and provide strategic insights
• Relevant certifications or a degree in Finance, Economics, or a related field is preferred
• Experience in wealth or investment management is an advantage