Wealth Management Specialist

6 days ago

Gulbarga, Karnataka, India beBeeWealthManagement Full time ₹ 17,76,000 - ₹ 2,51,20,000

Job Summary:

We are seeking a skilled Wealth Management Specialist to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.

Key Responsibilities:

  • To develop and implement personalized wealth management strategies that align with clients' financial goals and objectives.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements:

  • Relevant experience of 12 - 18 years
  • A strong understanding of wealth management products, including AIFs and PMS
  • A proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • The ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications will be an advantage

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