Chief Investment Strategist

3 days ago

Amrāvati, Maharashtra, India beBeeWealthManagement Full time US$ 10,00,000 - US$ 15,00,000
Job Description:

We are seeking a seasoned Wealth Management Expert to provide personalized investment advice to clients and manage their portfolios effectively.

The ideal candidate will possess a strong background in the stock broking industry, with at least 10 years of experience as a Wealth Manager. They will be responsible for developing and maintaining relationships with clients, providing tailored investment advice, and managing their portfolios to achieve their financial goals.

In this role, you will conduct market research and analysis to identify investment opportunities and risks, stay up-to-date with the latest market trends and news, and communicate regularly with clients to keep them informed about their investments.

You will also be expected to generate new business by identifying and pursuing new clients and business opportunities, while meeting or exceeding sales targets and key performance indicators (KPIs).

Requirements:
  • A minimum of 10 years of experience as a Wealth Manager in the stock broking industry.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • A strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
Benefits:
  • Achive and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand client base by generating new business through referrals, networking, and other sales activities.
  • Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.
Others:
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.
  • Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.
  • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.
  • Increase operational efficiency by effectively utilizing tools and resources to manage clients' portfolios and generate reports.
  • Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.

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