Company Description
MADHUBAN FINVEST is a niche financial services firm that aims to be its clients Personal CFO and help them manage their personal finances efficiently. The company prioritizes the best interests of their clients and provides them with the gift of time to focus on career and personal aspirations. As we continue to grow, we are seeking a dynamic and results-driven Wealth Management Sales professional to join our team.
Role Description
This is a full-time on-site role for a Wealth Management Sales professional.
As a Wealth Management Sales team member, you will play a crucial role in acquiring and maintaining relationships with high-net-worth individuals, families, and businesses. Your primary responsibility will be to understand clients financial objectives and recommend tailored wealth management solutions, including investment portfolios, retirement planning, estate planning, and other financial services.
Acquisition of new clients is the most important job responsibility
Other responsibilities include managing existing accounts, working on avenues to increase the firm's overall visibility and brand creation.
Qualifications
- Proven track record of success in wealth management or financial sales.
- Financial Planning and Investment Management skills
- Knowledge of financial products
- Excellent communication, interpersonal, and networking skills
- Bachelor's degree in Finance, Economics, Business, or related field
- Certifications like CFP, CFA, and other relevant designations are preferred
