Prospurts - Wealth Advisor

Key Responsibilities:

- Understand clients risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework

- Develop relationships with new clients and conduct meetings to manage their investment portfolios

- Connect with existing clients and prospects for periodic reviews and advise them accordingly

- Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships

- Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings

- Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy

- Work closely with a senior advisor in managing client accounts

Desired Profile of the Candidate

- Willingness to think and work like an entrepreneur, with the zeal to do meaningful work in financial advisory and wealth management

- Work experience in the wealth and investment field preferred. Open to candidates with work experience in unrelated fields but with strong interest in wealth and investment field as well

- Efficient communication skills and a strong command over English language

- Strong knowledge of MS Excel

- CFP/MBA/CWM preferred

- NISM XA and XB (added advantage)