Executive Wealth Manager

2 days ago

Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 1,04,000 - ₹ 1,30,878
Key Responsibilities
  • Manage and enhance high net worth client relationships to foster loyalty and retention.
  • Provide bespoke wealth management solutions tailored to individual client needs and preferences.
  • Effectively cross-sell investment products, including mutual funds, portfolio management services, bonds, and insurance, to achieve sales targets.
  • Evaluate and ensure compliance with regulatory requirements, industry standards, and internal guidelines to maintain a positive reputation.
  • Meet or exceed revenue and product penetration targets by leveraging strategic partnerships and identifying new business opportunities.

 

Required Skills and Qualifications:
  • Proven track record of success in relationship management and wealth creation.
  • Exceptional communication and interpersonal skills to build strong relationships with clients.
  • Demonstrated ability to work effectively in a team environment and contribute to the growth and development of the organization.
  • Strong analytical and problem-solving skills to identify opportunities and drive business results.
  • Proficiency in financial planning, risk management, and investment analysis to provide comprehensive wealth management solutions.

 

Benefits:
  • Opportunity to work with a diverse range of high net worth clients and develop long-term relationships.
  • Collaborative and dynamic work environment that fosters innovation and growth.
  • A competitive compensation package, including bonuses and benefits, to recognize and reward outstanding performance.
  • Ongoing training and professional development to enhance skills and knowledge.
  • Potential for career advancement and leadership opportunities within the organization.

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