Senior Financial Advisor

5 hours ago

Alleppey, Kerala, India beBeeWealthManager Full time ₹ 20,00,000 - ₹ 40,00,000
Job Opportunity

We are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.

You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. This will involve conducting regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.

To be successful in this role, you must demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), Equity, etc. You should also have excellent communication, presentation, and negotiation skills.

The ideal candidate should have a minimum of 12 years of relevant experience in the field and possess a strong understanding of wealth management products. A proven track record of building and managing relationships with high-net-worth individuals is essential. Relevant regulatory certifications (e.g., AMFI, NISM) are highly desirable but not mandatory.

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 Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), 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:

  • Relevant experience of 12 - 18 years.
  • Strong understanding of wealth management products, including AIFs and PMS.
  • Proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
  • Able to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

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