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Wealth Advisor@Bridgemonte

Company Name Bridgemonte
Location MUMBAI, India
Job Type Wealth Advisor
Job Description

Company Profile : 

Bridgemonte Advisors (P) Ltd is a team of award winning advisors with a collective experience of 75 years across 3 market cycles.

We create wealth and provide solutions to our clients to meet their stated and unstated needs by managing market risks and identifying investment opportunities across cycles while providing unparalleled transparency.

Job Description : 

We are looking for a Wealth Advisor to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flows, savings and debt management.

Our Wealth Advisor should be an effective communicator. If you’re analytical, meticulous and customer-oriented, we’d like to meet you.

Key responsibilities of the candidate:

  • Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g. investments, insurance, estate planning, etc)
  • Develop sound plans for clients
  • Customize financial plans according to clients’ changing needs
  • Help clients implement their plans and carry out transactions
  • Present suitable financial products and services
  • Do Wealth Reviews for new and existing clients
  • Build strong relationships to retain existing clients
  • To be a part of the research and product advisory activities
  • To be Upto date on knowledge of regulations, practices and financial products

Candidates Profile :  

  • Bachelor degree in accounting, finance, business administration or relevant field; professional certification (e.g. CFP, CWM, CFA,) and knowledge of financial markets with translatable skills OR
  • Proficiency in MS Office (especially Excel, Powerpoint and Word)
  • NISM certified or working towards achieving it (to be completed within 1 month of joining)
  • 1-3 years of prior work experience is desirable.
  • Strong communication & written skills

Salary :  As per company standards

Interested candidates can mail their updated

resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 23/10/2019