Sr Lead Advisor/Lead Advisor - Wealth Mgmt

Profile:

- We are seeking a Sr. LeadAdvisor/Lead Advisor for our India business.

Key Responsibilities:

- Responsible for client acquisition and managing the overall client relationship

- Work closely with clients for creation and implementation of their financial plans.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections.

- Research and investigate new investment opportunities to determine relevance for clients

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Sell financial products such as bonds, mutual funds, and insurance.

- Conduct seminars and workshops on financial planning topics