Job Description

We are seeking a highly motivated and client-focused

Wealth and Equity Advisor

to provide personalized investment and financial planning advice to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and institutional clients. The role involves advising clients on portfolio construction, equity investments, wealth preservation, and long-term financial growth strategies aligned with their goals.

Key Responsibilities:

Client Relationship Management:

o Develop and maintain long-term relationships with clients, providing tailored wealth advisory solutions.

o Conduct regular portfolio reviews and financial planning sessions with clients.

o Understand clients' investment goals, risk appetite, and time horizon to offer customized advice.

Investment Advisory:

o Provide research-driven equity recommendations including listed stocks, ETFs, and structured products.

o Monitor market trends, macroeconomic data, and portfolio performance to ensure alignment with client objectives.

o Assist in asset allocation strategies across equities, fixed income, alternative investments, and other asset classes.

Financial Planning:

o Offer comprehensive financial planning services including retirement planning, tax optimization, succession planning, and estate management.

o Coordinate with legal and tax advisors when necessary to ensure holistic financial advice.

Product Knowledge G Due Diligence:

o Maintain deep knowledge of financial products, especially in equities, derivatives, and wealth preservation instruments.

o Evaluate third-party investment products and perform due diligence on fund managers, PMS, AIFs, and mutual funds.

Compliance G Reporting:

o Ensure adherence to internal policies, regulatory guidelines, and documentation standards (e.g., KYC, risk profiling).

o Prepare and present performance reports and investment proposals to clients.

?ualifications G Skills:

Bachelor's or Master's degree in Finance, Economics, Business, or related field.

financial certification preferred.

2-4 years of experience in wealth management, equity advisory, or private banking.

Strong understanding of capital markets, equity research, and financial instruments.

Excellent communication, analytical, and interpersonal skills.

High ethical standards and client-centric approach.

Key Performance Indicators (KPIs):

Growth in Assets Under Advisory (AUA)

Client acquisition and retention

Client satisfaction and feedback

Portfolio performance against benchmarks

Compliance and regulatory adherence

Compensation:

To be discussed during interview

Job Types: Full-time, Permanent