Elite Financial Strategist

2 weeks ago

Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

**Private Wealth Manager Job Description:**

As a seasoned Private Wealth Manager, you will play a crucial role in building and maintaining strong relationships with high-net-worth individuals to understand their complex financial goals and objectives. Your expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity, will enable you to provide personalized financial advice and wealth management solutions tailored to their unique needs.

Your key responsibilities will include:

  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in various 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 maintain accurate records of client interactions and transactions in accordance with compliance standards.

To be successful in this role, you will require:

  • A minimum of 12 years of relevant experience in wealth management.
  • In-depth knowledge of wealth management products, including AIFs and PMS.
  • A proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
  • The ability to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications, such as AMFI or NISM, are an advantage.

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