Wealth Management Expert

1 week ago

Bengaluru, Karnataka, India beBeeWealthManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Dezerv is a leading provider of investment solutions for affluent individuals. The company's founders have a strong background in wealth management, having led successful businesses and managed over USD 7 billion in assets. Our team of experts brings together decades of investing expertise from top global financial institutions to monitor portfolio performance and rebalance as needed to ensure long-term success.

We're passionate about helping high-net-worth individuals grow their wealth without the stress, time, and costs associated with traditional investments. At Dezerv, we leverage our investment expertise to help individuals invest better for their future.

About the role:

We're seeking a dynamic Wealth Management Expert to join our inbound business team. In this capacity, you'll engage with discerning clients possessing a net worth of 50 lakhs and above to help them understand our Portfolio Management Service in Mutual Funds. Your main job is to guide clients in making good investment choices and converting them into investors.

  • You'll review client portfolios, provide expert suggestions on alignment with the market, and interact with high-intent inbound clients to convert them into investors.
  • Evaluate customer requirements and asset distribution, actively initiate communication to confirm comprehension of their financial needs and future wealth management objectives.

What we expect:

  • Excellent communication skills to articulate complex topics seamlessly to clients.
  • High ownership and strong stakeholder management skills (both internal and external).
  • Thorough knowledge of financial products like mutual funds, stocks, bonds, and portfolio management services.
  • Prior experience preferred in sales, financial services, or banks.

Education & Certifications:

  • MBA in Finance.
  • CA or CFA is preferred.
  • NISM VA and XXIA certificates (Required within 30 days of joining).

You will work closely with our founding and leadership team on key projects, enjoy best-in-market compensation and incentives, and benefit from a flat organizational structure and wide scope of learning opportunities across different areas of business. We offer a great work environment with high ownership and growth opportunities, making it an attractive option for those seeking a fulfilling career in wealth management.

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