Financial Wealth Strategist

1 week ago

mumbai, India beBeeFinancial Full time

Job Title: Financial Wealth StrategistWe are seeking a skilled and experienced Financial Wealth Strategist to join our team. The ideal candidate will have a strong understanding of financial markets and be able to provide expert advice to high net worth clients.Develop and maintain relationships with existing clients, providing them with tailored financial solutions and ensuring their needs are met.Continuously monitor financial market trends and stay up-to-date on industry developments to ensure our clients' plans remain responsive to changing circumstances.Maintain the growth of Assets Under Management (AUM) and book size by identifying new business opportunities and developing strategies to achieve this goal.Responsible for achieving targets based on acquisition and revenue generation through investment products, ensuring that our clients' financial goals are met.Key Requirements:A strong client UHNI network and relationships built on trust and integrity.The ability to think big and make strategic decisions that drive business growth.A high level of integrity, passion, ambition, and perseverance, combined with an entrepreneurial mindset.

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