Wealth Consultant

Job description / Role

Objective:
We are seeking a skilled and experienced Wealth Consultant to join our financial consultancy company. The successful candidate will be responsible for providing personalized investment and financial planning advice to clients with high net worth. As a Wealth Consultant, you will analyze the financial situation and goals of clients, develop a customized wealth management plan, and assist in the implementation and monitoring of the plan to ensure client objectives are met. The ideal candidate must have prior experience in managing life insurance, mutual funds, PMS, and related products.

Main responsibilities:
• Identify and generate leads through various sources.
• Schedule and conduct client meetings to understand their financial requirements and assess their portfolios.
• Develop and maintain long-term relationships with clients by providing exceptional service and delivering customized solutions to meet their financial goals.
• Actively seek new business opportunities to grow the book of business.
• Stay up-to-date with market trends and economic changes to analyze and forecast market performance.
• Work closely with the Sales Head and team members to ensure all financial planning and investment recommendations adhere to regulatory guidelines.
• Demonstrate excellent communication, interpersonal and presentation skills while interacting with clients and team members.
• Reporting to the Sales Head, the successful candidate will play a crucial role in driving the growth of the organization and ensuring a superior client experience.

Requirements

University Qualifications: Bachelors/Masters

Other certifications obtained: NISM

Nature and length of previous experience: Min. 2 Years experience as a Wealth advisor

Specialist knowledge:
• Mutual Funds
• Guaranteed Income Solutions
• Insurance
• PMS
• AIF

Soft Skills and Personality traits:
• Existing Book of Business
• Strong verbal and written communication skills.
• Manages multiple client accounts simultaneously
• Good time-management skills.
• A professional appearance.
• Works well independently and with colleagues.

Nationality Preference: Indian

Language Fluency: English, Hindi, Malayalam, Punjabi, Marathi

About the Company

We are not just another financial consultancy we are a growing Financial Consultancy offering custom solutions in the field of investment. Our Financial Consultants recommend most suitable solution and investment strategies which are in accordance with clients’ personalized financial goals and aspirations.