Senior Financial Advisor

10 hours ago

Kollam, Kerala, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Private Wealth Manager Job Description

As a Private 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.

Regular portfolio reviews and performance updates will be conducted with clients to ensure alignment with their financial objectives.

Expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), Equity is essential.

  • Built and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • Provided personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • Conducted regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Demonstrated expertise in wealth management products, including AIFs and PMS.
  • Educated clients on the features, benefits, and risks associated with various wealth management products.
  • Recommended suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • Identified new business opportunities and generated leads through networking and referrals.
  • Driven business growth by effectively cross-selling wealth management products and services to existing clients.
  • Conducted thorough due diligence on investment products and providers to mitigate risks.
  • Maintained accurate records of client interactions and transactions in accordance with compliance standards.
Required Skills and Qualifications
  • 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.
  • Relevant regulatory certifications (e.g., AMFI, NISM) are an advantage.

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