Senior Qualified Financial Advisors

• Develop a strong understanding of the organizations advisory philosophy financial planning approach and suite of services to effectively align client needs with tailored financial solutions.
• Conduct comprehensive assessments of clients financial profiles goals and risk appetite to design personalized financial plans.
• Monitor the implementation and progress of financial plans through regular client interactions ensuring alignment with the recommended strategy.
• Review cross-check and validate financial plans to ensure they are accurate comprehensive practical and compliant with internal standards.
• Deliver high-quality client servicing by addressing queries providing ongoing support and enhancing the overall client experience.
• Maintain the highest standards of quality documentation and regulatory compliance while adhering to internal policies and processes.
• Collaborate with internal teams to ensure seamless execution of financial plans and consistent delivery of the advisory experience.

• Strong understanding of Financial Planning and Wealth Management principles.
• Knowledge of Investment Products Taxation Insurance and Estate Planning concepts.
• Excellent Relationship Management and Communication skills.
• Strong Analytical and Problem-Solving abilities.
• Ability to simplify complex financial concepts for clients.
• Proficiency in CRM tools and Microsoft Office Suite.

• Bachelors and/or Masters degree in Finance Economics Commerce Business Administration or a related field.
• Minimum 5 years of experience in Financial Advisory Wealth Management Personal Finance or a related client-facing role.
• Certifications such as CFP CWM CFA CA NISM XA/XB or equivalent qualifications will be preferred.
• Strong Client Servicing Relationship Management and Communication skills.
• Experience using CRM systems and digital financial planning tools will be an added advantage.

Required Skills:

HNI/UHNI Client AdvisoryWealth Management Advisory