Placements

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Wealth Premier Advisors LLP@Wealth Advisors

Company Name Wealth Premier Advisors LL
Location SION, MUMBAI, India
Job Type Wealth Advisors
Job Description

Company Profile : 

At Wealth Premier Advisors we ensure that Advise is given as per your Risk Profile and Need. We firmly believe what is good for you, is good for us and this will always be the guiding principle of any investment advice. We are under no corporate compulsions or obligations to recommend any particular scheme there by avoiding any conflict of interest.

Job Description : 

? Prospecting and Sales, which is the process of finding new clients, is a substantial part of a Wealth Advisors job. The prospecting process ensures advisors cultivate relationships with their clients, thereby keeping their retention rates high. 
? Help make a Financial Plan for Individual, Families or Businesses 
? Understand their Cash Flows. Debt Obligations, Risk Profile and Financial Goals 
? Make a realistic Investment Plan keeping the above and Tax efficiency and Execute the Same
? Portfolio Reviews every Quarter/Half Yearly  with Clients 
? Knowledge of current Economic affairs , Products & Solutions & being well read 

Candidates Profile :  

Graduates in Banking and Finance or NISM Qualified (Mutual Funds or Capital Markets) or Chartered Financial Planner (CFP) 

Good Analytical and Communication Skills 

? Experience – 1 - 3 Years 
 

Salary :  As per Industry Standards. We are looking for good

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 31/07/2019

CONTACT US

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