Wealth Advisors5 min read

Job Title

Wealth Advisors

Company Profile

• Wealth management and financial advisory

Job Profile & Responsibilities

• Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements.
• Providing timely and sound financial advice to maximize client benefits.
• Ensuring active client engagement and participation in financial planning through after sale service and client outreach.
• Generating revenues through aligning appropriate financial instruments to meet client’s financial goals.
• Acquiring new clients through referrals and innovative marketing initiatives.
• Representing the organization in public and corporate sponsored events.

Preferred Qualifications

• Post Graduate in any discipline

Desired Candidate Profile

• Excellent communication, interpersonal and listening skills
• The capability to explain complex information simply and clearly
• The ability to network and establish relationship with clients
• Research and analytical skills
• Negotiation and influencing skills as well as determination and tenacity

Additional Details

• Strong entrepreneurial drive
• Willingness to try new ideas and take calculated risks
• Ability to engage with people and build deep and high quality relationships