Wealth Management Advisor

You will play a crucial role in managing and nurturing client relationships, optimizing portfolios, and delivering high-quality financial services.

- Lead Management - Efficiently handle leads to ensure smooth conversion - Conduct initial discussions to understand client needs - Ensure seamless onboarding experience by collaborating with internal teams - Client Engagement - Build and nurture long-term client relationships - Mobilize stakeholders for portfolio reviews - Maintain proactive engagement approach and conduct in-person meetings - Client Servicing - Act as the single point of contact for client queries - Coordinate with teams for timely query resolution - Maintain overall accountability for client satisfaction - Growth and Opportunity Development - Identify ways to optimize client portfolios - Explore solutions aligned with client's goals - Introduce value-added services such as estate planning or tax advisory - Product & Portfolio Knowledge - Maintain understanding of client portfolios and financial planning principles - Provide insights and coordinate with the investment team - Stay updated on market trends and product developments Skills & Competencies: - Strong relationship management and communication skills - Ownership, empathy, and client-centric approach - Ability to multitask and coordinate effectively - Understanding of financial products and wealth advisory concepts - Organizational and reporting capabilities

- Graduate/Postgraduate in Finance, Business, Economics, or related discipline - 3-7 years of experience in client management or wealth management - Prior experience with HNI/UHNI clients preferred Join this dynamic team to contribute to client success and personal growth in the financial services industry.