Wealth Management Advisor

Haardik Nayak Financial Products Distribution Pvt. Ltd.

3 - 7 years

0 Lacs

maharashtra

Posted:4 days ago| Platform: Shine logo

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Skills Required

financial planning investment management relationship management estate planning retirement solutions networking regulatory compliance client service economics business communication skills interpersonal skills analytical skills wealth preservation strategies tax optimization portfolio evaluation market trends analysis financial markets knowledge economic shifts understanding bachelors degree in finance related field cfp certification cfa certification

Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining a Financial Products Distribution Company established in 1994 as a Relationship Manager (Wealth Advisor). Your role will involve providing personalized financial planning, investment management, and wealth preservation strategies to assist clients in achieving their financial objectives. **Key Responsibilities:** - Build and nurture strong relationships with high-net-worth individuals and families. - Create and execute tailored financial plans encompassing investment strategies, tax optimization, estate planning, and retirement solutions. - Perform thorough portfolio evaluations and offer continuous guidance based on market trends and client requirements. - Identify potential business prospects and expand client base by leveraging networking, referrals, and strategic alliances. - Keep abreast of financial markets, economic shifts, and regulatory updates to deliver well-informed recommendations. - Ensure adherence to all industry regulations and internal company policies. **Qualifications:** - Hold a Bachelor's degree in Finance, Economics, Business, or a related field (Preferably CFP, CFA, or equivalent certification). - Demonstrate prior experience as a financial advisor, wealth manager, or comparable position. - Possess a deep understanding of investment products, financial planning, and portfolio management. - Exhibit exceptional communication, interpersonal, and analytical proficiencies. - Dedication to providing exceptional client service and fostering enduring relationships.,

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Wealth Management Advisor

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Wealth Management Advisor