Strategic Financial Advisor

2 days ago

Thiruvananthapuram, Kerala, India beBeeClient Full time
High Net Worth Client Advisor

Seek a seasoned professional to advise ultra high net worth individuals on complex financial products and foster strong relationships with business partners.

Key Responsibilities:
  • Advise clients on diverse range of investment products, including equity, futures and options, managing large customer portfolios with a book size of ₹25 lakhs and above.
  • Build and maintain strong rapport with business associates to ensure business scalability and high-quality servicing.
  • Support business associates in scaling their existing client base and revenue through quality service and showcasing future opportunities.
  • Potentially manage an existing book of clients, applying deep market understanding and advanced strategies to increase book size and revenue.
  • Regularly meet with large customers and business associates to foster strong relationships and understand their evolving needs.
  • Profile business associates by conducting in-depth reviews of their customers' financial requirements, analyzing investor investment styles and risk appetites, and recommending suitable portfolios or actionable strategies.
  • Create a large options book along with robust revenue, ensuring maximum activation of business associate customers through quality advisory.
  • Identify upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like mutual funds, PMS (portfolio management services), IAP (investment advisory products), and insurance, thereby bringing stability and longevity to their investments.
Requirements:
  • Proven expertise in advising ultra high net worth clients on complex financial products.
  • Demonstrated ability to build and nurture strong B2B relationships for scalable business growth.
  • Deep understanding of equity markets, F&O, and advanced investment strategies.
  • Exceptional communication and interpersonal skills to manage high-value clients and partners.
  • A strong commitment to client longevity through research-backed and insightful advice.

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