Job Title

Sr. Wealth Advisor

Company Profile

• Financial Hospital has successfully serviced each and every client’s from India or abroad. Be it Financial Planning, Tax advice or investment planning in equity, debt or alternate category; our team backed by strong research and latest economic trends.

Job Profile & Responsibilities

• Manage current portfolios and existing clients
• Analysis of portfolio on the basis of client’s need and prepare a Financial Plan based on his risk appetite, goals, time horizon etc.
• Enhancement of Book size by acquiring new HNI clients.
• Manage business budgets, client acquisition and customer satisfaction.
• Identify potential segment, and build relations with new HNIs.
• Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Estate Planning and other incidental and allied services.

Preferred Qualifications

• MBA Finance
• CWM is preferred

Desired Candidate Profile

• 2 to 4+ years of experience in financial advisory / distribution /Banking