Advisory Partner

Job Title: Advisory Partner

Purpose of the Role: The Advisory Partner is responsible for taking the organization''''s service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions.

Reporting Line:
Reports to the Regional Head: Advisory Partner.

Key Relationships:

• Collaborates with internal teams, portfolio managers, and investment companies.
• Engages with external clients, leads, and regulatory bodies.

Qualifications:

• Postgraduate Diploma in Financial Planning (CFP).
• Relevant B.Com degree, CA, or LLB.
• Completion of regulatory exams and Class of Business courses.

Experience:

• Minimum of 5 years in an investment and planning environment.

Competencies:

• Strong aptitude for figures and financial analysis.
• Excellent influencing and interpersonal skills.
• Conceptual thinking and effective stress management.
• Adaptability and flexibility in a dynamic environment.
• Strong presentation skills and emotional intelligence (EQ).
• Ability to mentor and teach junior staff.

Knowledge:

• In-depth knowledge of financial markets and investment products.
• Thorough understanding of the global economy and investment strategies.
• Strong technical knowledge in tax, estate planning, retirement planning, forex, and interest rates.

Personal Characteristics:

• Client-focused and service-oriented.
• Integrity and a personable demeanor.
• Quick thinking with strong managerial and delegation skills.
• Sensitivity to client needs and a high sense of duty and loyalty.

Key Performance Areas (KPAs):

• Build and maintain trusting relationships with new and prospective clients.
• Drive business development by attracting new business and leads.
• Provide comprehensive financial roadmaps and investment solutions.
• Manage client wealth through effective advice and implementation of changes.
• Initiate referrals from existing clients.
• Oversee business practice management and ensure compliance with regulatory standards.
• Organize prospecting events to support business inflows and relationship building.
• Conduct bi-annual meetings with clients to discuss portfolios and strategies.
• Mentor and develop junior team members.
• Stay updated on industry changes through training and networking.

Measurement of Success:

• Contribution to the overall profitability of the organization through:
  • New inflows from prospective clients.
  • Retention of existing clients.
  • Effective management of assets under management (AUM) and net flows.
  • Leveraging integrated offerings across the organization.