ROLE OVERVIEW

The Wealth Advisor is the primary relationship owner for every client at SELEQT. This is not a sales role - it is a trust role. The Wealth Advisor is responsible for deeply understanding a client's financial life, building a personalized strategy, and being the single point of contact the client reaches for everything. From the first conversation to ongoing portfolio reviews, the Wealth Advisor owns the relationship end to end.

KEY RESPONSIBILITIES

Private Client Relations & Growth

- Engage with leads assigned through the Secretary / Founder's office and conduct initial discovery conversations.
- Understand the client's financial background, goals, risk appetite, existing portfolio, tax situation, and life stage.
- Assess the suitability of SELEQTs services for each prospect and qualify them for onboarding.
- Present SELEQT's philosophy, approach, and service offering in a compelling and honest manner.
- Close the client relationship - convert qualified prospects into onboarded clients.

Wealth Advisory

- Build and present personalized wealth management plans covering investments, insurance, tax, and succession - in coordination with the Analyst.
- Recommend appropriate financial instruments across Mutual Funds, PMS, AIF, Insurance, and Global Investments based on the client's profile.
- Ensure all recommendations are suitable, documented,



and clearly communicated to the client.
- Maintain up-to-date knowledge of products, market developments, regulatory changes, and competitor offerings.

Client Relationship Management

- Serve as the primary point of contact (POC) for the client for all matters - advisory, operational, or personal.
- Conduct structured portfolio reviews on a quarterly basis or as agreed with the client.
- Proactively reach out on relevant market events, policy changes, or life events that may affect the client's financial plan.
- Coordinate with the Client Servicing team to ensure seamless execution of transactions, documentation, and onboarding.
- Maintain and grow the client relationship with the long-term goal of becoming the client's trusted financial partner.

CANDIDATE SPECIFICATIONS

Age

28-40 years

Gender

Male/Female

Education

CA / CFP / CFA / QPFP / CWM- or equivalent professional qualification in finance

Experience

Minimum 2 years in wealth management, financial advisory role

Communication

Excellent - must be able to articulate complex financial concepts clearly to clients of varied backgrounds

Tech Proficiency

High - MS Office, CRM tools, SELEQT internal platforms

Presentability

High - client-facing role; qualified appearance and conduct always

📌 Wealth Advisor (Gujarat)
🏢 Seleqt Wealth
📍 Gujarat