Wealth Advisor-Retail sales

Equentis Wealth Advisory; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai seeks a client-focused Wealth Advisor to understand clients' financial goals and risk appetite, and to provide tailored investment solutions across asset classes. You will build lasting relationships and guide clients through market opportunities with clear communication.

You will collaborate with research and operations teams to deliver seamless service, maintain compliant records, and contribute to business growth through referrals and outstanding client

Qualifications

• Experience delivering wealth management solutions.
• Strong client relationship management skills.
• Solid understanding of financial markets and investment products.

Responsibilities

• Understand clients' financial goals, risk appetite, and overall situation.
• Build and maintain long-term client relationships with personalized wealth solutions.
• Advise on suitable investment products across asset classes.
• Develop customized portfolios based on goals, risk, horizon, and liquidity.
• Generate new business through referrals, networking, and relationship building.
• Meet revenue, AUM, and client acquisition targets.
• Maintain records and ensure compliance with internal and regulatory requirements.
• Collaborate with research, operations, and customer service for a seamless client experience.

Skills

Wealth management

Client relationship

Investment advisory

Financial markets

Communication skills

Job description

Role & responsibilities

• Understand clients financial goals, investment objectives, risk appetite, and overall financial situation.
• Build and maintain strong, long-term relationships with clients by providing personalized wealth management solutions.
• Advise clients on suitable investment products and strategies across asset classes such as mutual funds, equities, bonds, fixed income, and other investment products.
• Develop customized investment portfolios based on clients financial goals, risk profile, investment horizon, and liquidity requirements.

• Generate new business through referrals, networking, relationship building, and other business development initiatives.
• Work towards achieving individual and team-level revenue, AUM, and client acquisition targets.
• Maintain accurate records of client interactions, investments, and documentation while ensuring compliance with internal policies and regulatory requirements.
• Collaborate with internal teams such as research, operations, and customer service to ensure a seamless client experience.

Preferred candidate profile

We are looking for a driven and client-focused Wealth Advisor to join our team. The individual will be responsible for understanding clients financial goals, providing suitable investment solutions, managing client relationships, and contributing to the growth of the business. The ideal candidate should have a strong interest in financial markets, excellent communication skills, and the ability to build lasting relationships with clients