Job Description

- ? Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. ? Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. ? Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. ? Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. ? Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. ? Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. ? Collaborating with internal teams, to offer comprehensive financial solutions to clients. ? Helping the company meet its financial objectives through personalised financial planning. ? Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Job Types: Full-time, Permanent, Internship

Pay: Up to ?20,000.00 per month

Schedule:

Day shift
Work Location: In person