Career in Wealth Management

1 day ago

Jaipur, Rajasthan, India beBeeWealth Full time ₹ 20,00,000 - ₹ 30,00,000
Build a career in wealth management and make a positive impact on clients' lives.Job Description

We are seeking experienced wealth managers who can deliver personalized financial advice to high net worth clients. The ideal candidate will have strong numerical and analytical skills, with the ability to analyze global markets and client situations to select appropriate products and services.

The successful applicant will be responsible for managing and supporting a diverse range of clients, building strong relationships and maintaining open communication. They will also be expected to grow assets under management by identifying clients' financial needs and advising on potential opportunities.

  • Develop and maintain a portfolio of high net worth clients
  • Analyze global markets and client situations to select appropriate products and services
  • Grow assets under management through effective financial planning and advice

As a wealth manager at our organization, you will have the opportunity to work with a diverse range of clients and develop your skills and knowledge in the field of wealth management.

Required Skills and Qualifications

The following skills and qualifications are essential for this role:

  • Certified wealth management or financial planning qualification
  • Pre-existing client book of high net worth clients
  • Strong numerical and analytical skills, with attention to detail and previous experience managing high net worth clients
Benefits

We offer a range of benefits to support the growth and development of our employees, including:

  • Opportunities for further chartered qualifications relevant to the industry
  • Multitude of career opportunities and progression
  • Competitive commission bonus based on a transparent structure

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