Master Financial Strategist

23 hours ago


Belgaum, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

As a skilled Financial Advisor, you will be responsible for managing the financial portfolios of affluent clients.

Key Responsibilities:
  • Build and maintain strong relationships with high net worth individuals to generate assets under management from mutual funds, portfolio management services, and structured products.
  • Provide expert advice on investment strategies and asset allocation to ensure optimal returns on investments.
  • Identify new business opportunities by analyzing market trends and client needs.
Requirements:
  • Minimum 3-5 years of experience in private banking or wealth management.
  • Proven track record of success in previous roles, with a minimum tenure of 3-4 years.
  • Ability to handle and manage clients with a minimum investment amount of Rs.1 Cr and above.
Skills:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.


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