Senior Wealth Manager

4 days ago

Agra, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 15,00,000 - ₹ 25,00,000

Job Title: Private Wealth Manager

About the Role

We are seeking a highly skilled and experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, understanding their financial goals and objectives, and providing personalized financial advice and wealth management solutions.

The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), as well as excellent communication, presentation, and negotiation skills. You will also have the ability to work independently and as part of a team in a fast-paced environment.

Key Responsibilities:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • 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 but not limited to AIFs and PMS, Mutual Funds (MFs), and Equity.
  • 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

To be successful in this role, you will need to have:

  • Relevant experience in wealth management.
  • 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 (e.g., AMFI, NISM) will be an advantage.
Benefits

We offer a competitive salary package, bonuses, and other benefits to our employees. We also provide ongoing training and development opportunities to help you grow in your career.

What We Offer

We offer a dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results. We also offer flexible working arrangements, including remote work options, to help you achieve a better work-life balance.

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