Investment and Financial Planner

You will be responsible for managing leads efficiently, conducting initial discussions with clients, ensuring seamless onboarding, building strong client relationships, providing excellent client servicing, identifying growth opportunities, maintaining product and portfolio knowledge, and more.

- Handle leads efficiently, ensuring a smooth and timely conversion. - Conduct initial discussions to understand client needs and effectively communicate the firms value proposition. - Ensure a seamless onboarding experience by working closely with internal teams. - Build and nurture strong, long-term client relationships through consistent communication and periodic check-ins. - Mobilize relevant internal and external stakeholders to deliver portfolio reviews and address queries. - Serve as the single point of contact for all client queries and service requirements. - Work closely with clients to identify new ways to strengthen and optimize their portfolios. - Maintain a strong understanding of client portfolios and core financial planning principles. - Stay updated on market trends, product developments, and best practices across all services offered by the firm. Qualification Required: - Graduate/Postgraduate in Finance, Business, Economics, or a related discipline. - 37 years of experience in client management, wealth management, or financial services. - Strong relationship management and interpersonal communication skills. - High level of ownership, empathy, and client-centric approach. - Ability to multitask and coordinate effectively across teams. - Sound understanding of financial products, portfolio management, and wealth advisory concepts. - Strong organizational and reporting capabilities. This role requires someone with experience in managing leads, client relationships, and portfolios, who possesses strong communication skills, a client-centric approach, and a sound understanding of financial services.