Senior Wealth Manager

19 hours ago

Jodhpur, Rajasthan, India beBeeWealthManagement Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

As a seasoned wealth management professional, you will play a pivotal role in building and maintaining strong relationships with high-net-worth clients.

Key Responsibilities
  • Develop and maintain a portfolio of affluent clients through exceptional relationship-building skills.
  • Understand clients' financial objectives and risk profiles to deliver tailored investment advice and solutions.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Collaborate closely with internal specialists to offer comprehensive financial services.
  • Identify new business opportunities through referrals, networking, and cross-selling initiatives.
  • Stay up-to-date on market trends, financial products, and regulatory changes to provide timely and relevant advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.

Achieving sales and revenue targets is also an essential aspect of this role. As a skilled professional, you will possess excellent communication and interpersonal skills, enabling you to work effectively with clients, colleagues, and external partners.

Requirements
  • Familiarity with the financial industry and its various products.
  • Exceptional communication and interpersonal skills.
  • Ability to build and maintain strong relationships with clients.
  • Strong analytical and problem-solving skills.
  • Ability to stay up-to-date on market trends and regulatory changes.
What We Offer
  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive compensation package.

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