The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth.
As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.
What are we looking for: Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients’.
Prior experience within sales, business development and relationship management preferably within the financial services or insurance industry will be a big plus. We are open to consider experience in sales from other industries like banking, real estate, hospitality etc based on your aptitude to transition into a Financial Advisory role.
Good financial acumen is very important for this role alongside networking and sales skills.
Education qualification wise, you will at least have a Bachelor’s Degree or equivalent from a recognised Institution/University in business, management, finance, marketing or commerce.
Earning Potential: We follow an entrepreneurial model where you will be earning in direct proportion to the income generated on sale of insurance and investment products.