Strategic Wealth Advisor

As a Strategic Wealth Advisor at Oceano Apex Pvt. Ltd., you will play a pivotal role in enhancing our online presence, engaging with our audience, and driving brand growth through strategic initiatives. Our company is a leading Wealth Management firm based in Gurgaon, dedicated to providing innovative financial solutions. Your key responsibilities will include identifying and prospecting HNI clients, corporates, or institutional investors within the finance, fintech, and wealth management industries. You should have hands-on experience in face-to-face interactions with investors and managing end-to-end client relationships effectively. In this role, you will be expected to schedule and coordinate meetings, pitches, and networking events while also preparing marketing collaterals such as decks, case studies, and proposals. Additionally, experience in team handling and tracking industry trends, regulatory changes, and competitor strategies will be valuable assets to succeed in this position. Your daily tasks will involve handling initial client queries, providing pre-meeting briefs to strategists, ensuring timely follow-ups, and documenting post-meeting discussions meticulously. This position requires you to work full-time during day shifts from Monday to Friday, with the opportunity for a performance bonus. If you are passionate about wealth management, possess strong interpersonal skills, and thrive in a dynamic work environment, we encourage you to connect with us at Oceano Apex Pvt. Ltd. to explore this exciting opportunity further.,