Junior Financial Advisor

Enrichwise says it has 25+ years behind it and 7,000+ clients. It works with HNIs and families on long-term wealth through financial planning and its own frameworks. As a junior advisor, your part in that looks like this:

• Talk to HNI prospects who approach the firm, and learn what they are trying to achieve with their money.
• Help the senior advisors with planning work, reviews of portfolios and decisions on how money is split across asset types.
• Walk prospective clients through the way Enrichwise manages wealth.
• Back up the team in client meetings, follow-ups and efforts to convert prospects.
• Log client details and changes in Zoho CRM.
• Work with other internal teams on getting clients onboarded and serviced afterwards.

• Experience: one to two years in any of wealth management, banking, mutual funds or financial advisory.
• Certification: you must hold NISM Series V-A.
• Preferred extras: CFP, CFA Level 1, an MBA (Finance) or an IRDA certification. These are a plus, not a condition.
• Skills: clear communication, building relationships, handling clients, and a basic understanding of mutual funds, investments and financial planning.
• Freshers: the post also welcomes those who have done relevant internships and hold the NISM certificate.

No salary figure is given. The post only refers to company norms.

• Keep your NISM Series V-A certificate ready and mention it clearly on your CV, since the role cannot be considered without it.
• If you are a fresher, lead with your relevant internships and say what you actually handled in them.
• Practise explaining mutual funds, asset allocation and financial planning in simple words, as you would to someone with no finance background.
• Think through how you would understand a prospect's goals before talking about any product. The role starts with conversations with HNI prospects, so rehearse this.
• Get used to keeping tidy notes and following up on time. It helps in any client-facing job.