Wealth Manager

3 days ago

Kolkata, West Bengal, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 20,00,000
Job Opportunity

Key Responsibilities:

  • Cultivate and maintain strong relationships with high-net-worth individuals to grasp their financial objectives and aspirations.
  • Offer bespoke financial guidance and wealth management solutions tailored to clients' needs and risk tolerance.
  • Regularly review and assess client portfolios, providing updates on performance to ensure alignment with their financial goals.
  • Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), Mutual Funds, Equity.
  • Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Recommend suitable investment strategies and products based on clients' investment preferences and risk profile.
  • Pursue new business opportunities and generate leads through networking and referrals.
  • Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Maintain accurate records of client interactions and transactions in accordance with regulatory 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
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

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