Wealth Advisor

JOB TITLE :

Client Engagement Manager

LOCATION :

Gurgaon

ABOUT THE COMPANY

Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric approach that ensures sustained financial success. With a strong presence in the wealth management industry, we continue to drive excellence and offer an exceptional experience to our clients.

PROFILE SUMMARY

We are seeking a highly motivated and results-oriented Client Engagement Manager to join our team. This role will primarily focus on acquiring new high-net-worth & mass affluent clients while also managing and nurturing existing client relationships within the Delhi NCR region. The ideal candidate will have a deep understanding of wealth management strategies, financial markets, and investment products, and possess a proven ability to build and sustain long-term relationships with clients. This is an exciting opportunity to contribute to the growth of Primedin Wealth while delivering outstanding service to both new and existing clients.

JOB RESPONSIBILITY AND ACCOUNTABILITY

 Identify and engage potential high-net-worth and mass affluent clients to expand the firm’s client base

 Develop and execute targeted business development strategies by leveraging existing network & referrals

 Present and articulate Primedin Wealth’s services to prospective clients and successfully close new business

 Serve as the primary point of contact for a portfolio of existing clients

 Responsible for providing ongoing financial advice and personalized wealth management support

 Collaborate with existing clients to ensure satisfaction, retention, and growth of assets under management

 Regularly review and update clients' financial plans to ensure alignment with their evolving financial objectives

 Collaborate with senior advisors and portfolio managers to develop customized financial plans

 Collaborate with portfolio managers and identify and suggest unique investment strategies as per clients’ needs

 Understand the risk appetite & investment objectives of the clients and recommend adjustments as per market

 Educate investment strategies and share insights on estate planning and tax optimization

 Ensure client interactions & financial plans comply with industry regulations & internal compliance standards

 Maintain accurate and up-to-date client records and documentation, in line with company policies

SKILLS REQUIRED

 In-depth knowledge of financial markets, investment products, and risk management strategies

 Proven ability to develop and cultivate a network of high-net-worth clients and prospects

 Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport with clients

 Proficiency in financial planning software, CRM systems, and Microsoft Office Suite

 Strong business development acumen with a proactive approach to identifying new business opportunities

 A commitment to excellence, with a collaborative attitude and a strong work ethic

ELIGIBILITY

 Bachelor's degree in Finance, Economics, Business, or a related field

 Relevant certifications such as NISM, CFP, CFA, or other industry-recognized credentials are a plus

 At least 3 years of relevant experience in private banking, wealth management, or financial advisory

 Must have a strong track record in client acquisition and relationship management

WORKING DAYS & TIME

 Monday to Saturday (Alternate Saturdays Off)

 10:00 AM – 6:30 PM

Job Type: Full-time

Pay: ₹22,000.00 - ₹25,000.00 per month

Work Location: In person