Key Responsibilities: · Acquire recent clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
· Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are met and maintaining high standards of client service.
· 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 Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.
Qualification & Skills:
· Bachelor’s degree in finance, economics, or a related field
· CFP certification is preferred
· Should have a NISM XA – XB qualification
· Strong knowledge of financial planning, investment strategies, and wealth management.
· Excellent stakeholder management, communication, and client engagement skills.
· 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.
Years of Experience
Minimum of 5 years of experience in financial advisory or related fields