Senior Wealth Manager

Job Title: Wealth Management Sales Representative

Company: PhillipCapital India Pvt Ltd

Location: Ludhiana

About Us: PhillipCapital is a leading wealth management firm dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and innovative investment strategies, we strive to provide our clients with the highest level of financial expertise and support.

Job Description: We are seeking a motivated and dynamic individual to join our team as a Wealth Management Sales Representative. In this role, you will be responsible for cultivating relationships with potential clients, understanding their financial needs and goals, and recommending tailored wealth management solutions. You will have the opportunity to work closely with a team of experienced financial advisors and professionals to deliver comprehensive wealth management services to our clients.

Responsibilities:

• Identify and prospect potential clients through various channels, including networking events, referrals, and cold outreach.
• Conduct in-depth financial assessments to understand clients' financial objectives, risk tolerance, and investment preferences.
• Develop customized wealth management strategies and investment plans to help clients achieve their long-term financial goals.
• Present investment recommendations and proposals to clients in a clear and compelling manner.
• Build and maintain strong client relationships through regular communication and proactive account management.
• Collaborate with internal teams to coordinate the implementation of client investment strategies and ensure a seamless client experience.
• Stay informed about market trends, investment products, and regulatory changes to provide informed advice and recommendations to clients.

Qualifications:

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Minimum of 5-8 years of experience in sales or wealth management advisory role.
• Proven track record of exceeding sales targets and building successful client relationships.
• Strong understanding of financial markets, investment products, and wealth management principles.
• Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts to clients.
• CFP designation or willingness to pursue certification is a plus.

Benefits:

• Competitive salary with performance-based yearend bonus
• Professional development and training opportunities
• Remote/Hybrid Working

Join our team and become part of a dynamic and rewarding environment where your contributions are valued, and your success is celebrated. If you are passionate about helping others achieve financial success and thrive in a fast-paced sales environment, we want to hear from you!