Senior Wealth Management Professional

4 days ago

Kanpur, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Opportunity:

We are seeking a seasoned professional to lead our wealth management initiatives. As a key member of our team, you will be responsible for developing and implementing strategies to meet the financial goals of our clients.

  • You will work closely with our regional teams to identify opportunities for growth and expansion.
  • Your primary focus will be on building strong relationships with existing investors and identifying new business opportunities.
  • You will also be responsible for analyzing client requirements and providing tailored solutions to meet their needs.

Requirements:

  • A minimum of 7-12 years of experience in wealth management, financial planning, and investment advisory.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Proven track record of success in AUM generation, with a minimum AUM size of $30 million.
  • Requisite certifications and exposure to various wealth instruments, including insurance, FDs, mutual funds, PMS, AIF, etc.

Benefits:

  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • The chance to work with a talented team of professionals.

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