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.