Investment Advisor - Wealth Management - HNI Client - Financial Firm

- Interact with HNI clients professionally and close the sale

- Deal with high net-worth clients by offering professional Investment advice and services that help guide their wealth as efficiently as possible.

- Assisting the operations team in executing the investment advice

- Keeping close watch on the markets and identifying various investment opportunities and recommending the same to the operations team for setting up the partnerships

- The job encompasses a wide range of fields, such as financial planning, investment management, and financial advice

Anikashali
Sr.Consultants - Talent Aquistion
Mob: 9818886150