Senior Financial Advisor

AimsHR; India; Remote; INR 600,000 - 1,000,000; Full time

Job summary

AimsHR in India seeks an experienced client advisory professional to analyze client needs, provide financial planning assistance, and manage wealth management relationships. You will coordinate with Research & Financial Planner teams to tailor asset allocation and maintain strong client retention and revenue growth.

Role involves building relationships with HNI clients, handling cash management, insurance, investments, and regular account reviews, while collaborating with multiple internal teams

Qualifications

• Strong understanding of finance and financial terms.
• Ability to build and maintain client relationships across a diversified client base.
• Excellent communication skills in verbal and written form.

Responsibilities

• Provide accurate analysis for new and existing clients and manage sales administration including pricing and queries.
• Expand client relationships, improve client satisfaction, and drive revenue growth for Wealth Management.
• Build and deepen relationships with HNI customers to increase revenue; recommend strategies in cash management, insurance, and investment planning.
• Implement financial planning recommendations and review clients' accounts regularly to determine if reassessment is needed.
• Coordinate with Research, Financial Planning, Insurance and Operations teams to ensure timely information to the client.

Skills

Financial acumen

Client relationship skills

Communication skills

MS Office proficiency

Attention to detail

Networking

Empathy

Tools

MS Excel

PowerPoint

MS Word

Job description

JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts.

KEY RESPONSIBILITIES INCLUDE:

1. Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue forfirm's Wealth Management while acquiring new clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
5. Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, of financial performance indicate a need for plan reassessment.
6. Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
7. Keeping client plans up-to-date and prepare or interpret for client’s information such as investment performance reports, financial document summaries, or income projections.
8. Interact with the various teams within the organization such as Research, Financial Planning, Insurance and Operations to ensure prompt supply of information to the client.
9. Any other ad-hoc duties as directed

1. Comprehensive understanding of finance and financial terms.
2. A passion for meeting people, networking and maintaining relationships.
3. Strong conversational and communication skills
4. Display empathy (customer service should come naturally) and listening skills.
5. Ability to convincingly put across ideas, both orally and in writing
6. Detailed understanding of MS Office – Excel, Power point and Word
7. Attention to detail.
8. Travel within the city and sometimes outside.