Wealth Advisor

• Client Relationship Management
• Build and maintain long-term relationships with individual and corporate clients.
• Understand clients' financial goals, risk appetite, and investment preferences.
• Provide personalized financial and wealth advisory solutions.
• Business Development
• Identify and acquire new clients through networking, referrals, and market engagement.
• Promote investment, savings, and wealth management products to prospective clients.
• Develop strategies to grow assets under management and client portfolio value.
• Financial Advisory
• Guide clients on investment opportunities, financial planning, and wealth preservation strategies.
• Provide insights on market trends and financial products.
• Support clients in making informed financial decisions aligned with their objectives.
• Portfolio Support & Reporting
• Monitor client portfolios and provide periodic performance updates.
• Maintain accurate client records and relationship management documentation.
• Ensure compliance with internal policies and financial regulations.

Educational Qualification

Bachelor's degree in Finance, Economics, Business Administration, Banking & Finance, or related discipline.

Experience

• Minimum of 2–5 years experience in wealth management, financial advisory, sales, or relationship management.
• Experience within banking, investment, insurance, or financial services is preferred.

Required Competencies

• Technical Competencies
• Financial advisory and client management
• Investment and wealth planning knowledge
• Business development and sales ability
• Market and financial awareness
• Reporting and documentation skills
• Behavioral Competencies
• Strong interpersonal and communication skills
• Relationship-building ability
• Commercial awareness and professionalism
• Negotiation and presentation skills
• Target-driven mindset
• Work Environment
• Client-facing and relationship-driven role
• Combination of office work and external client engagement
• Fast-paced and performance-oriented environment