Wealth Manager Professional

1 week ago


Udaipur, Rajasthan, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000

Role Summary:

We are seeking a seasoned professional to excel in wealth management. The ideal candidate will be responsible for fostering strong relationships with high-net-worth individuals, understanding their financial objectives and providing personalized advice.

The successful individual will have expertise in managing diverse client portfolios, conducting regular reviews, and maintaining accurate records. Additionally, they will possess excellent communication skills and the ability to work effectively in a fast-paced environment.

Key Requirements:

  • 12-18 years of relevant experience
  • Strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS)
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Able to work independently and as part of a team in a dynamic setting
  • Relevant regulatory certifications (e.g., AMFI, NISM) are an advantage


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