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Our client epitomizes sustainability, excellence, and social responsibility, striving to profoundly impact the lives and financial stability of our clientele. They are currently seeking dedicated Investment Advisory Wealth Managers to embark on their journey of continued expansion in Mumbai and also Gurugram, Haryana India.
In this role, you will oversee a diverse array of portfolios while benefiting from extensive training, ongoing career development, and opportunities for professional growth within our dynamic organization.
At the heart of their mission lies the delivery of personalized, impartial financial guidance to each client. As a Wealth Manager, you will engage directly with individual clients, leveraging our international licenses and cutting-edge industry tools to provide tailored financial counsel.
Key Responsibilities:
- Cultivate and manage a portfolio of wealth management clients (B2C).
- Cultivate enduring client relationships through personalized advisory services and consistent communication.
- Expand assets under management (AUM) by identifying financial needs and presenting suitable solutions.
- Conduct comprehensive client reviews to discern specific needs and devise bespoke wealth management strategies.
- Advocate for needs-based solutions, ensuring clients remain well-informed and empowered.
- Monitor market trends and client circumstances to recommend appropriate financial products and services.
- Offer personalized advice across various wealth avenues, encompassing Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
- Adhere rigorously to regulatory and quality standards while staying abreast of industry developments.
Required Skills:
- Bachelor’s degree in business, finance, economics, or a related field preferred.
- Strong numerical and analytical skills with meticulous attention to detail.
- UK level 4 advisory qualification or willingness to pursue.
- Prior experience with high net worth clients preferred.
- Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
- Exemplary professionalism, integrity, and collaborative spirit, committed to delivering excellence in service.
- Sound judgment and astute risk analysis capabilities.
- Demonstrated track record in financial sales.
- Driven by ambition, goal-oriented, and dedicated to achieving targets.
Company Benefits:
- Opportunities for industry-relevant chartered qualifications.
- Diverse career advancement opportunities and geographical mobility.
- Competitive commission structure with transparent bonus incentives.
- Comprehensive individual and team training initiatives to support professional development.
- Engaging client and employee events fostering a sense of community and collaboration.
Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations