Financial Advisor
1 month ago
As a Financial Advisor for UHNI clients, you will provide personalized financial guidance and advice to high net worth individuals. Your responsibilities will include reviewing clients' current financial positions, existing investments, income sources, and expenses. You will also monitor portfolio performance, rebalancing asset allocations as needed, and making adjustments based on changes in market conditions or clients' financial circumstances.
Key responsibilities include:
- Providing financial advice and guidance to UHNI clients
- Reviewing clients' financial positions and making recommendations
- Monitoring portfolio performance and making adjustments as needed
- Staying informed about financial markets and economic trends
- Building and maintaining strong relationships with clients
Requirements:
- Possess MBA/CA/CFA/CFWA qualifications
- Minimum 8 years of total experience with a minimum of 5 years advising UHNI Clients in Private Wealth units of Banks/NBFCs/EAM/Wealth outfits
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