Strategic Wealth Advisor

Job Title: Strategic Wealth Advisor

Location: Sector 28 Gurgaon

Company: Oceano Apex Pvt. Ltd.

Employment Type: Full-time

About Us:

Oceano Apex Pvt. Ltd. is a leading Wealth Management company based in Gurgaon, committed to providing innovative financial solutions. We are looking for a Strategic Wealth Advisor to enhance our online presence, engage with our audience, and drive brand growth through strategic role.

Key Responsibility Areas:

1.Candidate should be from finance industry, fintech industry, Wealth management industry only.

2.Candidate must have an experience in face-to-face interaction with investor.

3.Identify and prospect HNI clients, corporates, or institutional investors and experience to manage end-to-end client relationships."

4.Schedule and coordinate meetings, pitches, and networking events.

5.Prepare marketing collaterals (decks, case studies, proposals).

6.Should have experience in team handling.

7.Track industry trends, regulatory changes, and competitor strategies.

8.Handle initial client queries and provide pre-meeting briefs to strategists.

9.Ensure timely follow-ups and post-meeting documentation.

Job Type: Full-time

Pay: ₹45,000.00 - ₹50,000.00 per month

Schedule:

• Day shift
• Monday to Friday

Supplemental Pay:

• Performance bonus

Work Location: In person

Speak with the employer
+91 9266151754