Senior Investment Advisor

7 days ago


Gulbarga, Karnataka, India beBeeWealth Full time ₹ 80,00,000 - ₹ 2,00,00,000

Job Overview

A seasoned Wealth Manager is required to excel in a dynamic environment.

Key Responsibilities:

  • Develop and maintain strong, long-term relationships with high-net-worth clients.
  • Understand clients' financial goals and risk tolerance to provide tailored investment, insurance, and wealth planning solutions.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Collaborate closely with internal product specialists to deliver comprehensive financial solutions.
  • Identify new business opportunities through referrals, networking, and cross-selling.
  • Stay up-to-date on market trends, financial products, and regulatory changes to provide informed advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets as set by the organization.

Requirements:

  • Strong understanding of investment products and services.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain long-term relationships with clients.
  • Proven track record of achieving sales and revenue targets.


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