Wealth Advisor - Wealth Management Firm

Job Description - Wealth Advisor

- New client acquisition

- Independently run marketing activities to acquire new clients

- Deepening of existing client relationships through cross sell and active reviews

- Financial plan and strategy presentation to clients

- Coordination with teams on implementation of financial plan

Skills required

- Meets with Registered Investment Advisor regulation norms

- Experience of 2 - 6 years in advising clients on their finances

- Willingness to undertake marketing activities independently

- Willingness to go out of office

- Comfortable with targets

- Willingness to coordinate amongst multiple teams

- Excellent communication and persuasive skills - oral and written