We are seeking a Financial Advisor to acquire and manage HNI/NRI clients with High‑Value Portfolios to deliver wealth advisory in real estate assets, and provide data‑driven investment recommendations.
Job Title: Financial Advisor
Client Industry: Real Estate
Location: Golf Course Road, Gurgaon
Experience: 3+ years in Financial Advisory & Wealth Management
Employment Type: Full‑time | On‑site
Key Responsibilities:
- Acquire HNI/NRI clients through referrals, networks, and company‑provided leads.
- Manage client wealth in real estate assets; build and sustain long‑term relationships.
- Prepare investment advisory & portfolio performance reports with solid analytical insights.
- Conduct market research and advise clients on real estate opportunities.
- Coordinate with external experts including lawyers and tax advisors.
Profile:
- Commerce background with 3–4 years of domain experience.
- Strong analytical, calculation, and presentation skills.
- Excellent communication (verbal & written).
If this role excites you and matches your expertise, we’d love to connect—apply today to explore the opportunity further
Pay: ₹25,000.00 - ₹55,000.00 per month
Application Question(s):
- What is your total experience in Real Estate industry?
- What is your current/Last salary?
- How soon you can join the team?
- Have you handled HNI and NRI clients?
Work Location: In person
📌 Financial Advisor (Gurugram) (India)
🏢 True Pace Consulting
📍 India
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