Junior/Senior Wealth Advisor - NBFC

Role: Jr / Senior Wealth Advisor

Location: Bengaluru, Chennai, Hyderabad, Mumbai, Delhi

Role Overview:

We are hiring dynamic professionals for the role of Jr / Senior Wealth Advisor for our esteemed NBFC client. This position is ideal for individuals with a passion for wealth management, client relationship building, and financial planning advisory. The role offers opportunities to engage with high-net-worth clients, provide tailored financial solutions, and contribute to business growth.

Key Responsibilities:

- Identify client financial needs and provide appropriate financial planning support and asset allocation strategies with the support of the Research & Financial Planner team.

- Build and manage client portfolios involving products such as insurance, mutual funds, hedge funds, real estate, and fixed income.

- Acquire new clients through referrals, events, and marketing strategies.

- Strengthen and expand existing client relationships by enhancing satisfaction, commitment, retention, and revenue growth.

- Recommend strategies in areas like investment planning, cash management, and insurance to

help clients achieve their financial goals.

- Conduct periodic portfolio reviews to ensure alignment with life/economic changes or performance fluctuations.

- Collaborate with internal teams including Research, Financial Planning, Insurance, and Operations to ensure accurate and timely client service.

- Organize workshops and represent the organization in public or corporate-sponsored events.

- Prepare and interpret investment reports, income projections, and summaries for client discussions.

Skills & Qualifications:

- Education: Postgraduate (Mandatory)

- Preferred Certifications: AFP / CFP / NISM XA XB

- Proven experience in wealth management, client advisory, and portfolio management.

- Strong interpersonal and communication skills.

- Strategic mindset with hands-on experience in financial planning and investment advisory.