Relationship Executive

Ferdinand Wealth Management

Job Description:

We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customers

You can learn more by visiting the founder's LinkedIn profile

Your Roles & Responsibilities will include:

Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.

Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.

Completing and submitting investment-related documents, including application withdrawal forms and tax proofs

Performing day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendors

Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.

Qualities and Skillsets we are looking for:

An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.

Good analytical and problem-solving skills with a fine eye for details.

Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

• Experience

  0 - 5 Years

• No. of Openings

  3

• Education

  Any Bachelor Degree

• Role

  Relationship Executive

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office