Elevate Your Career as a Wealth Manager

3 days ago

Mumbai, Maharashtra, India beBeeWealthManager Full time ₹ 22,00,000

As a seasoned wealth professional, you will collaborate with our banking partner to attract new clients, create revenue streams, and foster relationships with high-net-worth individuals and corporate clients. You will analyze financial data to devise strategies that meet client objectives, monitor market trends, and ensure the growth of assets under management.

Key Responsibilities:

  • Acquire new clients and generate revenue through investment products
  • Develop business by acquiring high-net-worth clients
  • Maintain regular meetings with clients to keep them informed on market scenarios
  • Recommend financial products and create plans to meet customer needs
  • Analyze client portfolios and provide updates to your superior

Requirements:

  • Graduation or post-graduation in any field
  • 5+ years of experience in wealth management, preferably from a banking or NBFC background
  • Strong understanding of market dynamics, investment products, and wealth platforms
  • Proficiency in MS Office, MS Excel, AMFI, and IRDA certifications

Job Requirements:

  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Results-driven and goal-oriented individual

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