Guardian Capital Investment Advisors - Wealth Manager

Job Title: Wealth Manager

Guardian Capital Investment Advisors is a renowned investment advisory and wealth management firm that has established a strong reputation in the last five years. Founded as a startup, the company has grown and expanded its services to provide comprehensive investment advice and management solutions to individuals, families, and institutions. With a dedicated team of experienced professionals and a proven track record of success, Guardian Capital Investment Advisors has helped its clients achieve their financial goals by offering customized investment strategies that align with their unique needs and objectives. As a result of its commitment to excellence and client-centric approach, we were voted the 'best investment advisory firm' in all of India by CNBC.

This role is for individuals with an entrepreneurial spirit, and a commitment to excellence. As compared to other similar firms and merchant banks, Guardian has lower targets and higher bonusing. We would like individuals who are genuinely interested in being client-centric as opposed to pushing a sales pitch.

Base salary range: 12 - 20 L / year depending on experience and qualifications

Responsibilities:

Pillar 1, Client Acquisition :

- Develop and implement sales strategies to grow the client base and increase revenue

- Ensure all sales targets are met

Pillar 2, Business Development and Sales:

- Close on the leads generated by the 'lead generation' team

- Strategize with the CEO and the board of directors on business development avenues

- Generate business through B2B sales of Guardian's products and services

- Develop and maintain strong relationships between Guardian's B2B partners, such as Chartered Accountancy Firms, Distribution Houses, AIFs, Investment Banks, etc.

Requirements:

- At least 5 years of industry sales experience working in a premium wealth management firm, merchant bank (in wealth), an AIF, or a PMS or private banking setup in Hyderabad.

- Candidates with the right certifications- Investment Advisor A and B, Mutual Funds Distributor, Certified Financial Planner, etc - preferred.

- Excellent communication skills with the ability to build strong relationships with clients

- Proven track record of success in sales and business development

- Strong knowledge of investment products and financial markets

- Bachelor's degree in finance, business, or a related field required