LMV Financial Services Pvt Ltd
Website:
lmvfinancialservices.com
Job details:
Company Description LMV Financial Services is a diversified financial services company that offers a full range of solutions to individual clients and businesses. In a challenging economic environment, the company provides a distinct advantage through tailored wealth management offerings. With over 10 years of experience in the financial markets, LMV Financial Services focuses on guiding clients toward financial freedom and stability. The firm helps clients make informed decisions that support long-term financial health and help them achieve their personal and business goals.
Role Description The Wealth Management Advisor will work on-site in Hyderabad in a full-time capacity, providing comprehensive financial guidance to a portfolio of clients. Day-to-day responsibilities include assessing clients’ financial goals, developing customized financial and retirement plans, and recommending suitable investment strategies and wealth management solutions. The role involves conducting regular portfolio reviews, monitoring market developments, and adjusting financial strategies as needed. The advisor will also prepare client reports, explain complex financial concepts in clear terms, and collaborate with internal teams to ensure high-quality service and compliance with regulatory standards. Building long-term client relationships through proactive communication and trust-based advisory is a core part of this role.
Qualifications
The Wealth Management Executive is a full-time, on-site role based in Hyderabad, responsible for managing and growing client portfolios across various financial products and services. Day-to-day tasks include assessing client financial goals, analyzing investment options, preparing and reviewing financial statements, and providing recommendations aligned with risk profiles and regulatory requirements. The role involves regular client meetings, responding to inquiries, and maintaining ongoing relationships to ensure high levels of satisfaction and retention. The Wealth Executive will collaborate with internal teams on financial reporting, tax-related matters including GST, and compliance, while tracking market trends to identify new opportunities. This position requires proactive prospecting, preparing proposals, and supporting business development initiatives to expand the client base.
Qualifications
- Must have NISM V Certificate of Mutual Fund Distribution.
- Demonstrated Analytical Skills to assess client needs, evaluate investment options, and support data-driven decisions.
- Understanding of Goods and Services Tax (GST) and related regulatory considerations impacting wealth management.
- Relevant academic background in M.B.A Finance & marketing , or a closely related field.
- Proven experience in wealth management, financial advisory, or investment services is highly beneficial.
- Excellent communication and interpersonal skills to build trust, explain complex concepts clearly, and maintain long-term client relationships.
- Ability to work on-site in Hyderabad, manage multiple client portfolios, and meet performance and compliance standards.
- Proficiency with financial software, spreadsheets, and reporting tools; professional certifications (e.g.NISM V Must ) are an advantage.
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