We are seeking an experienced and highly knowledgeable Financial Advisor with 10-15 years of proven expertise in financial planning, investment management, and wealth advisory services. The role requires a seasoned professional who can manage high-value clients, provide strategic financial guidance, and contribute to the growth of the organization's financial advisory practice.
Key Roles & Responsibilities -
Provide comprehensive financial planning covering investments, retirement, insurance, taxation, and estate planning.
Develop and maintain long-term relationships with high-net-worth individuals, families, and corporate clients.
Conduct detailed risk assessments and portfolio reviews to ensure optimal asset allocation and wealth preservation.
Offer strategic investment advice based on market trends, economic outlook, and client objectives.
Ensure all financial plans comply with legal, tax, and regulatory requirements.
Train, guide, and mentor junior financial advisors/associates.
Collaborate with internal teams and external stakeholders (banks, fund managers, auditors, tax consultants).
Continuously monitor financial markets, update clients, and proactively recommend adjustments to financial strategies.
Contribute to business development by acquiring new clients and expanding the firm's advisory services.
Maintain strict confidentiality of client financial data and uphold ethical standards.
Key Skills & Competencies -
Strong knowledge of financial planning, taxation, insurance, and investment products.
Excellent analytical and problem-solving skills with strategic foresight.
Superior communication, negotiation, and client relationship management skills.
Ability to interpret and explain complex financial concepts in a clear, client-friendly manner.
Leadership qualities to mentor junior team members and manage portfolios.
Strong understanding of compliance, legal frameworks, and risk management.
Qualifications & Experience -
Bachelor's/Master's degree in Finance, Economics, Business Administration, or related field.
CFP, CFA, CA, CPA, or equivalent certification (preferred).
10-15 years of relevant experience in financial advisory, wealth management, investment banking, or related domains.
Proven track record of managing large and diverse client portfolios.
Job Type: Full-time
Pay: ₹35,000.00 - ₹40,000.00 per month
Work Location: In person
Speak with the employer
+91 7776902289
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