Senior Wealth Management Professional

2 days ago

Palakkad, Kerala, India beBeeWealthManager Full time ₹ 30,00,000 - ₹ 50,00,000

Job Description:

  • Wealth Managers play a crucial role in building and maintaining long-term relationships with high-net-worth individuals.
  • They must have a deep understanding of their clients' financial goals, objectives, and risk appetite to provide tailored wealth management solutions.
  • Regular portfolio reviews and performance updates are essential to ensure alignment with clients' financial objectives.
  • Expertise in wealth management products including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS) is highly valued.
  • Effective communication and education of clients on features, benefits, and risks associated with various wealth management products is key.
  • Recommendation of suitable investment strategies and products based on clients' preferences and risk profile is critical.
  • Identification of new business opportunities through networking and referrals can lead to significant growth.
  • Business growth also depends on effective cross-selling of wealth management products and services to existing clients.
  • Conducting thorough due diligence on investment products and providers is essential to mitigate risks.
  • Maintaining accurate records of client interactions and transactions is vital for compliance standards.

Requirements:

  • Minimum 12-18 years of relevant experience.
  • 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.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications will be an advantage.

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