Strategic Wealth Advisor

Role Overview: As a Strategic Wealth Advisor at Oceano Apex Pvt. Ltd., you will play a pivotal role in enhancing the company's online presence, engaging with the audience, and driving brand growth through strategic initiatives. Oceano Apex Pvt. Ltd. is a leading Wealth Management firm based in Gurgaon, dedicated to providing innovative financial solutions. Key Responsibilities: - Identify and prospect HNI clients, corporates, or institutional investors within the finance, fintech, and wealth management industries. - Have hands-on experience in face-to-face interactions with investors and effectively managing end-to-end client relationships. - Schedule and coordinate meetings, pitches, and networking events. - Prepare marketing collaterals such as decks, case studies, and proposals. - Experience in team handling and tracking industry trends, regulatory changes, and competitor strategies. Qualifications Required: - Passionate about wealth management. - Possess strong interpersonal skills. - Thrive in a dynamic work environment. Please note that 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 excited about wealth management and meet the qualifications mentioned, we encourage you to connect with us at Oceano Apex Pvt. Ltd. to explore this exciting opportunity further.,