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Executive Wealth Strategist
3 weeks ago
The company seeks a dynamic and results-driven Wealth Manager to expand its relationships department. The successful candidate will be responsible for building and maintaining strong client relationships, converting qualified leads into managed portfolios, and providing high-quality wealth management services.
Key Responsibilities:- Develop and implement customized financial strategies aligned with clients' goals
- Monitor and review client portfolios to ensure consistent performance
- Collaborate with internal teams to deliver seamless wealth advisory services
Qualified candidates will possess a Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field, as well as 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
Preferred Qualifications:- Strong communication and interpersonal skills
- Ability to understand client needs and provide appropriate investment solutions
The ideal candidate will have a proven track record of handling HNI clients and converting leads. A minimum of 1 year of experience in the Wealth/Equity/Mutual Funds domain is required.
