Chief Investment Strategist

2 weeks ago

Pushkar, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,01,00,000
Job Title

Seeking a seasoned professional to manage Ultra High Net Worth Individuals. This individual will offer wealth management solutions and lead a team to deliver personalized services while driving business growth.

Key Responsibilities
  • Acquire and manage UHNWIs by offering tailored financial strategies.
  • Promote large portfolios, including PMS and AIF, bonds, mutual funds, and other investment products.
  • Build relationships with clients, understand their goals, and position the company's offerings as optimal solutions.
  • Develop and execute a comprehensive sales strategy to expand the business.
Client Relationship Management
  • Serve as primary contact for UHNW clients, ensuring an exceptional experience.
  • Provide timely and accurate solutions to client queries and concerns.
  • Regularly meet clients to review portfolios, discuss market trends, and suggest adjustments.
  • Cross-sell financial products to existing clients, maximizing business opportunities.
Team Leadership & Expansion
  • Develop, mentor, and manage a high-performing team of relationship managers.
  • Foster a collaborative team culture, ensuring each member delivers exceptional service.
  • Actively recruit and onboard additional team members to expand the business and scale operations.
Investment Product Expertise
  • Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds.
  • Stay updated with developments in the stock market, including trading strategies and regulatory changes.

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