Strategic Financial Advisor

2 weeks ago

bangalore, India beBeeWealth Full time

Job SummaryWe are seeking an experienced Wealth Manager to join our team. As a key member of our financial services division, you will be responsible for acquiring and managing high net worth clients.Key ResponsibilitiesClient Acquisition & Relationship Management:Identify and acquire new high net worth clients through referrals, networking, and market mapping.Build long-term relationships with clients and serve as their primary point of contact for all wealth management needs.Investment Advisory & Portfolio Management:Provide expert investment advice to clients across various asset classes, including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.Develop and manage customized investment portfolios aligned with client goals, risk tolerance, and investment horizon.Financial Planning & Product Suitability:Offer comprehensive financial planning services, including wealth preservation, tax efficiency, and succession planning.Recommend suitable investment solutions based on client profiles and market trends.Performance Tracking & Compliance:Monitor portfolio performance and provide regular reviews to clients.Ensure adherence to regulatory guidelines and internal compliance standards.Business Growth & Market Intelligence:Meet revenue, asset mobilization, and client activation targets.Stay up-to-date on market trends and new products to deliver timely insights.

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