Financial Strategist

5 days ago


Jamnagar, India beBeeRelationship Full time

Financial StrategistThe Position:We are seeking a skilled Financial Strategist to maintain existing client relationships and generate assets under management (AUM) from preferred clients.Key Responsibilities:Bolster client relationships and procure AUM from preferred clients.Provide affluent clients with investment advice and manage their overall financial portfolios, expanding the wallet from existing clients.Monitor affluent and super-affluent client segments in the market for new acquisition opportunities.About this role:This is an opportunity to develop your expertise in relationship management and AUM generation. You will be responsible for building strong client connections and delivering tailored financial solutions to meet their needs.Responsibilities include:Maintaining a robust client base through relationship development and AUM growth.Delivering personalized financial services and recommendations to affluent clients.Enhancing the company's reputation by consistently meeting or exceeding client expectations.Benefits of this role include:A dynamic work environment that fosters professional growth and development.A competitive compensation package that reflects your skills and experience.Ongoing training and support to ensure you stay up-to-date with industry trends and best practices.



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