Financial Advisor

17 hours ago


Kannur, Kerala, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Description:
  • We are seeking a seasoned financial advisor to join our wealth management team.
  • The ideal candidate will have extensive experience in providing personalized investment advice and managing high-net-worth client relationships.
  • Responsibilities include conducting thorough portfolio reviews, identifying new business opportunities, and driving revenue growth through effective cross-selling strategies.
  • To be successful in this role, you must possess excellent communication and negotiation skills, as well as a strong understanding of wealth management products and regulations.

Key Responsibilities Include:

  • Developing and maintaining strong relationships with high-net-worth individuals
  • Providing personalized financial advice and wealth management solutions
  • Conducting regular portfolio reviews and performance updates
  • Educating clients on the features, benefits, and risks associated with various wealth management products
  • Identifying new business opportunities and generating leads
  • Drive business growth by effectively cross-selling wealth management products and services to existing clients
Requirements:
  • Relevant experience of 12 - 18 years
  • 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 fast-paced environment
What You Will Do:

You will play a crucial role in helping high-net-worth individuals achieve their financial objectives. You will be responsible for providing personalized financial advice and wealth management solutions, conducting regular portfolio reviews, and identifying new business opportunities.

This could be an ideal role for someone with a passion for wealth management and excellent communication skills.



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