Strategic Wealth Manager

2 days ago

Delhi, Delhi, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000
Job Overview

We are seeking a highly skilled Senior Private Banker to join our team. In this role, you will be responsible for managing the financial planning and portfolio services of high net worth clients.


Key Responsibilities:
  • Customer Acquisition: Acquire new clients with an investable surplus of at least 1 Cr. (10 million INR)
  • Financial Planning: Provide expert financial planning and portfolio services to ensure that clients' wealth goals are met
  • Transaction Execution: Execute transactions post-financial planning on a regular basis
  • Private Wealth Management: Manage private wealth, PMS, and AIF fund-related queries
  • MIS Reporting: Deliver various management information system reports as per requirements
  • Sales Strategy: Develop short-term and long-term sales strategies for the wealth management business in line with overall strategic goals
Required Skills and Qualifications:
  • Excellent Communication: Proven skills of significantly improving the structure and readability of written communication
  • AUASkills: Strong ability to understand and apply complex financial concepts
  • Post Graduate / MBA: Postgraduate degree from a reputable institute or equivalent experience
  • Minimum Years of Experience: Minimum years of relevant work experience
Benefits:
  • Competitive Salary: Receive a competitive salary based on industry standards
  • Bonus Structure: Earn bonuses based on individual and team performance
  • Professional Growth: Opportunities for professional growth and development within the organization

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