Mumbai – – 09/11/2021

Salary – 5 to 10 LPA

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
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