Financial Portfolio Director

2 weeks ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

Job Opportunity: Wealth Management Lead

We seek an experienced Wealth Manager to spearhead our team.

The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Developing and maintaining client relationships to understand investment goals and risk tolerance.
  • Providing personalized investment advice and recommendations based on individual needs and circumstances.
  • Managing clients' portfolios and monitoring performance to ensure alignment with goals and risk tolerance.
  • Conducting market research and analysis to identify investment opportunities and risks.
  • Staying up-to-date with the latest market trends and news to provide regular updates to clients.

Requirements:

  • 10+ years of experience as a Wealth Manager in the stock broking industry.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.

Benefits:

  • Achieving and exceeding individual and team sales targets to drive revenue growth.
  • Increasing client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expanding client base through referrals, networking, and other sales activities.

KPIs include tracking progress toward these goals.



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