Senior Wealth Management Specialist

6 days ago


india beBeeWealth Full time

Job Title: Wealth Management ProfessionalJob DescriptionWe are seeking a skilled and experienced Wealth Management Professional to join our team. As a key member of our Wealth Management division, you will be responsible for developing and implementing solutions that meet the needs of our clients.Conduct timely and regular follow-ups with leads and tag them on relevant news articles and market trends.Identify opportunities to increase client base through referrals, networking, and other means.Initiate portfolio reviews of existing investors in a timely manner to ensure alignment with their financial goals.Upsell and cross-sell products to existing investors by providing personalized recommendations and keeping them informed about market developments.Requirements:Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed decisions.Minimum 4-8 years of experience in Wealth Management, Financial Planning & Investment Advisory.Possession of requisite certifications, such as CFA or CAIA, is an added advantage.Desired Candidate Profiles:Proven track record of success in Wealth Management, with a minimum of 10 cr AUM.Exposure to all wealth instruments, including insurance, FD, Mutual Fund, PMS, and AIF.


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