We are looking for a knowledgeable and client-focused Equity Advisor to provide strategic financial guidance and investment solutions to clients. The role involves understanding client goals, risk appetite, and financial situations to recommend suitable investment products and strategies.

Key Responsibilities

Assess clients financial needs, goals, and risk tolerance
Provide personalized investment advice across asset classe.
Build and manage long-term client relationships
Monitor portfolio performance and recommend adjustments
Stay updated on market trends, economic developments, and regulatory changes
Ensure compliance with regulatory guidelines and internal policies
Acquire new clients through networking, referrals, and outreach
Collaborate with internal teams for product structuring and execution

Required Qualifications

Masters degree in Finance, Economics, Business, or related field
Relevant certifications preferred (e.g., CFA, CFP, NISM certifications)
Proven experience in financial advisory / wealth management
Strong understanding of financial markets and investment products
Excellent communication and interpersonal skills
Analytical mindset with attention to detail

Preferred Skills

Client acquisition and relationship management
Portfolio construction and asset allocation
Financial planning and goal-based investing
Sales and negotiation skills
Proficiency in financial tools and CRM software

Key Performance Indicators (KPIs)

Assets Under Management (AUM) growth
Client acquisition and retention rates
Portfolio performance vs benchmarks
Revenue generation
Client satisfaction scores

Skills: investment,client acquisition,skills,client-focused,investment acquisition,sales,sales channel,sales & distribution