Financial Advisor Mumbai India
Financial Advisor Mumbai India
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Job Description
Key Responsibilities:
- Cultivate and manage a portfolio of wealth management clients (B2C).
- Cultivate enduring client relationships through personalized advisory services and consistent communication.
- Expand assets under management (AUM) by identifying financial needs and presenting suitable solutions.
- Conduct comprehensive client reviews to discern specific needs and devise bespoke wealth management strategies.
- Advocate for needsbased solutions ensuring clients remain wellinformed and empowered.
- Monitor market trends and client circumstances to recommend appropriate financial products and services.
- Offer personalized advice across various wealth avenues encompassing Lump Sum Investments FixedIncome Products Global Funds and more.
- Adhere rigorously to regulatory and quality standards while staying abreast of industry developments.
Qualifications :
Required Skills:
- Bachelors degree in business finance economics or a related field preferred.
- Strong numerical and analytical skills with meticulous attention to detail.
- UK level 4 advisory qualification or willingness to pursue.
- Prior experience with high net worth clients preferred.
- Familiarity with investment products such as offshore investments bonds or pension products advantageous.
- Exemplary professionalism integrity and collaborative spirit committed to delivering excellence in service.
- Sound judgment and astute risk analysis capabilities.
- Demonstrated track record in financial sales.
- Driven by ambition goaloriented and dedicated to achieving targets.
Additional Information :
Company Benefits:
- Opportunities for industryrelevant chartered qualifications.
- Diverse career advancement opportunities and geographical mobility.
- Competitive commission structure with transparent bonus incentives.
- Comprehensive individual and team training initiatives to support professional development.
- Engaging client and employee events fostering a sense of community and collaboration.
Please note: This position would typically suit both experienced and qualified IFA candidates and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required financial services sales aspirations
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
