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.
