Wealth Strategist

6 days ago

Chennai Hyderabad Secunderabad Telangana Kolkata, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000
Wealth Strategist Role

Our team is seeking a highly skilled Wealth Strategist to address the complex financial needs of high net worth individuals. The ideal candidate will have a deep understanding of wealth management and be able to provide tailored solutions to clients.

  • Key Responsibilities:
  • Achieve targets in terms of product mix through effective relationship management.
  • Cover client needs across personal and business banking/financial needs.
  • Focusing on the analysis and satisfaction of customers' financial, banking, investment, and business needs.
  • Manage customer relationships to ensure high levels of wallet share and satisfaction.
  • Ensure compliance with policies and procedures.

Required Skills and Qualifications:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to build strong relationships with clients.

Benefits:

  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.

Others:

  • Maintain accurate records of client interactions.
  • Conduct regular reviews with clients to ensure their financial goals are being met.

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