Wealth Advisor

Roles & responsibilities

• Build and maintain long-term relationships with high-net-worth individuals (HNWIs), investors, and corporate clients.
• Provide professional guidance on real estate investment opportunities and wealth growth strategies.
• Identify client financial objectives and recommend suitable property investment solutions.
• Generate new business through networking, referrals, and client engagement initiatives.
• Conduct investment consultations, property presentations, and site visits for prospective investors.
• Stay updated on real estate market trends, property values, and investment opportunities.
• Maintain accurate records of client interactions, deals, and sales pipelines in CRM systems.
• Collaborate with internal teams to ensure smooth transaction processes and excellent client experience.
• Consistently achieve and exceed assigned sales and revenue targets.

  
  
  

Qualifications

• Bachelors degree in Finance, Business Administration, Economics, or a related field.
• 3–6 years of experience in wealth advisory, investment consulting, private banking, or real estate sales.
• Strong understanding of investment planning, asset management, and property investment strategies.
• Proven ability to build strong client relationships and close high-value transactions.
• Excellent communication, negotiation, and presentation skills.

Desired candidate profile

• Client Relationship Management
• Investment Advisory
• Sales & Business Development
• Financial Analysis
• Market Research
• Negotiation & Closing Skills
• Strategic Thinking

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