Senior Financial Consultant

1 week ago

Hyderabad, Telangana, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Private Wealth Advisor

We are seeking a skilled and experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.

  • You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • You will conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • You will demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), Mutual Funds (MFs), Insurance, Equity.
  • You will educate clients on the features, benefits, and risks associated with various wealth management products.
  • You will recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.

Key Responsibilities:

  • You will identify new business opportunities and generate leads through networking and referrals.
  • You will drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • You will conduct thorough due diligence on investment products and providers to mitigate risks.
  • You will maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements:

  • You must have relevant experience of 12 - 18 years.
  • You must have a strong understanding of wealth management products, including AIFs and PMS.
  • You must have a proven track record of building and managing relationships with high-net-worth individuals.
  • You must have excellent communication, presentation, and negotiation skills.
  • You must be able to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

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