About the Company
Our client embodies sustainability, excellence, and social responsibility, committed to positively impacting clients’ lives and financial well-being. They are currently seeking Investment Advisory Wealth Managers for their offices in Mumbai and Gurugram, Haryana, India. Notably, they are the only international IFA regulated by SEBI in India, operating across both locations.
Role Overview
In this role, you will manage a diverse portfolio of clients while benefiting from extensive training, ongoing career development, and opportunities for professional growth. The focus is on delivering personalized, impartial financial advice to each client using international licenses and advanced industry tools.
Key Responsibilities
• Build and manage a portfolio of wealth management clients (B2C).
• Maintain long-term client relationships through tailored advisory services and regular communication.
• Grow assets under management (AUM) by identifying client financial needs and recommending suitable solutions.
• Conduct detailed client reviews to assess requirements and design bespoke wealth strategies.
• Provide needs-based solutions while keeping clients informed and empowered.
• Monitor market trends and client circumstances to recommend appropriate financial products.
• Advise on a range of investment options including Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
• Ensure compliance with regulations and maintain awareness of industry developments.
Required Skills
• Bachelor’s degree in business, finance, economics, or related field preferred.
• Strong numerical, analytical, and attention-to-detail capabilities.
• UK Level 4 advisory qualification or willingness to pursue.
• Experience with high net worth clients preferred.
• Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
• Professional, trustworthy, and collaborative, committed to delivering top-tier service.
• Strong judgment and risk assessment skills.
• Proven track record in financial sales.
• Ambitious, goal-oriented, and performance-driven.
Company Benefits
• Opportunity to pursue industry-relevant chartered qualifications.
• Diverse career advancement opportunities with potential for geographical mobility.
• Competitive commission and transparent bonus structure.
• Comprehensive individual and team training programs.
• Client and employee events fostering engagement and community.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction.
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