Partner-Wealth Manager - Client Acquisition

About Company

The company operates within the financial technology industry, providing innovative digital solutions that enhance and streamline modern financial services.

Job Description

Key Responsibilities:

• Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
• Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
• Advise individuals on informed financial decisions to support long-term financial security and growth.
• Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
• Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.
• Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.
• Represent company at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.

Qualification & Experience :

• Minimum of 3 years of experience in financial advisory or related fields
• Bachelor’s degree in finance, economics, or a related field
• CFP certification is preferred
• NISM XA – XB qualification Preferred.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
• Analytical mindset with the ability to assess financial data and provide strategic recommendations.
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Mandatory Requirement

Primary Job Profile : Wealth Management

Technical Skills : Client relationship mgmt, Client Acquisition, Financial Planner

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