Wealth Management Advisor

Company Description

AVITO Properties UAE is one of the leading real estate companies in the UAE, promoted by seasoned professionals from diverse backgrounds including real estate, wealth management, family offices, real estate development, and investment banking. Our team leverages their varied expertise to provide top-notch services and investment opportunities for our clients. We are dedicated to excellence and committed to helping our clients achieve their financial goals.

Role Description

This is a full-time on-site role located in New Delhi for a Wealth Management Advisor. The Wealth Management Advisor will be responsible for providing comprehensive financial planning services, including retirement planning and investment management. Key tasks include analyzing clients' financial needs and goals, developing customized financial plans, recommending investment strategies, and providing ongoing wealth management services. The role involves direct interaction with clients, ensuring their portfolios are optimized to meet their financial objectives.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Proficiency in Wealth Management Services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Bachelor's degree in Finance, Economics, or related field
• Professional certifications such as CFA, CFP, or equivalent are a plus