Financial Advisor - Family Office

Financial Advisor - Family Office

The job requires the candidate to meet clients (family offices & Ultra High Net Worth Individuals), assess their financial/investment objectives & risk appetite and suggest appropriate products.

Role Objective :

- Establish, grow, and manage investment relationships with clients

- Be the primary client contact and trusted investment advisor

- Deepen existing client relationships by suggesting appropriate investment advice and solutions

- Acquire new clients through market intelligence & engagements

- Drive sales of the AMC products to suitable client portfolios

- Share market updates and house views to clients on a timely basis

- Update clients on their investments and its performance

- Leverage existing client relationships and other sources to acquire new clients

- Recognize changes in client's/ market environment which may present opportunities

- Enhance client experience through strong relationship management

Skills Required :

- In-depth understanding of Markets and Products

- Strong knowledge of different asset classes

- Experience of providing investment advice and solutions

- Strong interpersonal and communication skills

- Good Analytics Skills

- Digital mindset

Experience/ Qualification :

- 15 to 20 Years of experience

- Master's in business administration or any equivalent degree