High Net Worth Financial Advisor

5 days ago

bangalore, India beBeeWealthAdvisor Full time

Job DescriptionOur organization is seeking a seasoned wealth advisor to manage high-value clients and deliver tailored insurance and investment solutions. This role involves conducting thorough financial need analyses, recommending suitable products, and building long-term client relationships.The ideal candidate will have a strong understanding of life insurance products, financial planning concepts, and customer profiling. Excellent communication, presentation, and interpersonal skills are essential for success in this position.Manage and grow a portfolio of high-value clients by offering personalized life insurance and investment-linked solutions.Conduct detailed financial need analysis to recommend suitable products such as ULIPs, term plans, pension/retirement solutions, and savings plans.Build long-term relationships with clients through regular engagement, portfolio reviews, and service support.Required Skills and QualificationsGraduate/Postgraduate with 2–7 years of experience in wealth management, life insurance, BFSI sales, or financial advisory. Strong understanding of life insurance products, financial planning concepts, and customer profiling. Excellent communication, presentation, and interpersonal skills.BenefitsThis role offers a competitive compensation package, opportunities for growth and professional development, and a dynamic work environment.OthersCandidates from Life Insurance sales background from agency or direct vertical are encouraged to apply. The selected candidate will be responsible for staying updated on product features, market trends, and compliance guidelines, and achieving monthly and quarterly business targets in line with company goals.

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