Property Share - Associate/Senior Associate - Investment Advisory (3-10 yrs)

With a focus on integrity, transparency, and discipline, We are redefining investment for a broader audience.

Responsibilities:

- Deliver expert investment advice to prospective clients and drive capital.

- Develop a thorough understanding of the products and cultivate enduring, relationship with investors.

- Proactively manage both existing and new leads, ensuring consistent communication and pipeline development.

- Collaborate with stakeholders to provide a seamless, high-quality client experience beyond the initial engagement.

- Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction.

- Monitor market trends and investment opportunities to provide clients with timely and relevant insights.

- Ensure compliance with all regulatory and organizational standards in managing client portfolios.

- Conduct regular portfolio reviews to ensure clients' investment strategies align with their financial goals.

- 3+ years in a fast-paced environment, ideally in Sales or Private Wealth Management.

- NISM XA/XB Certification with a solid foundation in investment and financial planning concepts.

- Proven expertise in building relationships and driving growth.