Senior Wealth Management Professional

1 day ago


Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Private Wealth Manager Job Description

We are seeking a seasoned Private Wealth Manager to provide bespoke financial advice and wealth management solutions to high-net-worth individuals.

The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), as well as excellent communication, presentation, and negotiation skills.

  • To build and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives.
  • To provide personalized financial advice and wealth management solutions tailored to meet client needs.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products and educate clients on their features, benefits, and risks.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.


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