Job Description
UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.
Our client epitomizes sustainability, excellence, and social responsibility, striving to profoundly impact the lives and financial stability of our clientele. They are currently seeking dedicated Investment Advisory Wealth Managers to embark on their journey of continued expansion in Mumbai and also Gurugram, Haryana India. They are the only international IFA regulated by SEBI in India with offices in Gurgaon & Mumbai.
In this role, you will oversee a diverse array of portfolios while benefiting from extensive training, ongoing career development, and opportunities for professional growth within our dynamic organization.
At the heart of their mission lies the delivery of personalized, impartial financial guidance to each client. As a Wealth Manager, you will engage directly with individual clients, leveraging our international licenses and cutting-edge industry tools to provide tailored financial counsel.
Key Responsibilities:
• Cultivate and manage a portfolio of wealth management clients (B2C).
• Cultivate enduring client relationships through personalized advisory services and consistent communication.
• Expand assets under management (AUM) by identifying financial needs and presenting suitable solutions.
• Conduct comprehensive client reviews to discern specific needs and devise bespoke wealth management strategies.
• Advocate for needs-based solutions, ensuring clients remain well-informed and empowered.
• Monitor market trends and client circumstances to recommend appropriate financial products and services.
• Offer personalized advice across various wealth avenues, encompassing Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
• Adhere rigorously to regulatory and quality standards while staying abreast of industry developments.
Required Skills:
• Bachelor's degree in business, finance, economics, or a related field preferred.
• Strong numerical and analytical skills with meticulous attention to detail.
• UK level 4 advisory qualification or willingness to pursue.
• Prior experience with high net worth clients preferred.
• Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
• Exemplary professionalism, integrity, and collaborative spirit, committed to delivering excellence in service.
• Sound judgment and astute risk analysis capabilities.
• Demonstrated track record in financial sales.
• Driven by ambition, goal-oriented, and dedicated to achieving targets.
Company Benefits:
• Opportunities for industry-relevant chartered qualifications.
• Diverse career advancement opportunities and geographical mobility.
• Competitive commission structure with transparent bonus incentives.
• Comprehensive individual and team training initiatives to support professional development.
• Engaging client and employee events fostering a sense of community and collaboration.
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.
Our client epitomizes sustainability, excellence, and social responsibility, striving to profoundly impact the lives and financial stability of our clientele. They are currently seeking dedicated Investment Advisory Wealth Managers to embark on their journey of continued expansion in Mumbai and also Gurugram, Haryana India. They are the only international IFA regulated by SEBI in India with offices in Gurgaon & Mumbai.
In this role, you will oversee a diverse array of portfolios while benefiting from extensive training, ongoing career development, and opportunities for professional growth within our dynamic organization.
At the heart of their mission lies the delivery of personalized, impartial financial guidance to each client. As a Wealth Manager, you will engage directly with individual clients, leveraging our international licenses and cutting-edge industry tools to provide tailored financial counsel.
Key Responsibilities:
• Cultivate and manage a portfolio of wealth management clients (B2C).
• Cultivate enduring client relationships through personalized advisory services and consistent communication.
• Expand assets under management (AUM) by identifying financial needs and presenting suitable solutions.
• Conduct comprehensive client reviews to discern specific needs and devise bespoke wealth management strategies.
• Advocate for needs-based solutions, ensuring clients remain well-informed and empowered.
• Monitor market trends and client circumstances to recommend appropriate financial products and services.
• Offer personalized advice across various wealth avenues, encompassing Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
• Adhere rigorously to regulatory and quality standards while staying abreast of industry developments.
Required Skills:
• Bachelor's degree in business, finance, economics, or a related field preferred.
• Strong numerical and analytical skills with meticulous attention to detail.
• UK level 4 advisory qualification or willingness to pursue.
• Prior experience with high net worth clients preferred.
• Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
• Exemplary professionalism, integrity, and collaborative spirit, committed to delivering excellence in service.
• Sound judgment and astute risk analysis capabilities.
• Demonstrated track record in financial sales.
• Driven by ambition, goal-oriented, and dedicated to achieving targets.
Company Benefits:
• Opportunities for industry-relevant chartered qualifications.
• Diverse career advancement opportunities and geographical mobility.
• Competitive commission structure with transparent bonus incentives.
• Comprehensive individual and team training initiatives to support professional development.
• Engaging client and employee events fostering a sense of community and collaboration.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor – Mumbai position is now open for candidates interested in the Finance sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.