Wealth Management Advisor

Responsibilities:

• Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
• Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
• Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
• Prepare clear, structured, and precise advisory documentation for client communication and internal reference
• Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
• Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client experience and satisfaction
• Design and deliver timely nudges and reminders to encourage clients to take recommended financial actions
• Ensure strict adherence to internal quality benchmarks, regulatory guidelines, and safety/compliance requirements

Experience:

The candidate should have 5 to 8 years of relevant work experience into Indian Wealth Advisory

Skills:

• Proficiency in Financial Planning and Retirement Planning to help clients build and secure their financial futures.
• Solid understanding of Investments and Wealth Management Services for effective asset management and portfolio optimization.
• Strong foundational knowledge in Finance to offer strategic insights and comprehensive support to clients.
• Excellent analytical, communication, and interpersonal skills to establish trust and maintain long-term client relationships.
• Comfortable working in agile, fast-paced environments with adaptability to shifting priorities