Expert Financial Strategist

1 day ago

Jamnagar, Gujarat, India beBeeWealth Full time ₹ 70,00,000 - ₹ 1,04,50,000

As a wealth management professional, you will have the opportunity to support multiple individual clients with financial management.

Using a consultative approach, you will gather extensive information about each client's wants and specific situation to create personalized strategies using a range of financial products and services.

Key Activities:

  • Develop and manage a portfolio of high net worth clients.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management solutions.
  • Deliver needs-based solutions through effective communication and influencing.
  • Gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyze markets globally and the client's situation to select the correct products and services for those client's needs.
  • Advise on a full range of products and services including lump sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, international pension planning, and fintech.

Required Skills:

  • Hold a certified Wealth Management or Financial Planning qualification.
  • Possess a pre-existing, transferable client book of NRI and/or HNI.
  • Be service-focused with strong numerical and analytical skills and close attention to detail.
  • Have previous experience managing high net worth clients or possess a thorough understanding of lump sum investments, offshore investments, fintech, bonds, or pension products.
  • Exhibit trustworthy and financially sound behavior as a professional team player.
  • Display sound judgment skills and attention to detail to analyze risks involved in certain investments.

Company Benefits:

  • Multitude of career opportunities and progression.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.

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