Financial Advisor - HNI

Adroit india financial advisory
  • Kolkata
  • Confidential
  • 10-20 years
  • 209 Views
  • 03 Feb 2015

  • Investments, Advisory

  • Financial Services/ Capital Markets
Job Description

- Brand Ambassador for a Global Wealth Advisory, the FA will get a chance to build an entrepreneur like business.

- Offer holistic Wealth Management solutions to HNI and UHNI clients.

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Sell new offshore investment products like Structured Products & Deposits.

- Ensure the highest levels of service to clients

0 - 20 years experience in any sector with a basic understanding of financial products

- Either already handling or should have a network of ultra High Net worth clients.

- Basic understanding of all capital market products for HNI's

- Effective and clear communication both oral and written, Persuasive selling skills

- Pleasing personality

- Networking and building relationships with existing and prospective clients and positioning August Offshore Wealth as a brand to clients.


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Adroit india financial advisory