High Net Worth Individual Financial Advisor

4 days ago


Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Financial Portfolio Manager

Our organization seeks a skilled and experienced professional to manage affluent clients' financial portfolios. This role requires strong interpersonal skills, excellent communication abilities, and a deep understanding of the financial market.

The primary responsibilities of this position include:

  • Affluent Client Acquisition
  • Maintaining existing client relationships to generate increased Assets Under Management (AUM)
  • Providing investment advice and managing overall financial portfolios for high net worth individuals
  • Identifying new business opportunities in the financial market

Key qualifications for this role include:

  • At least 3-5 years of experience in Private Banking or Wealth Management
  • A proven track record of stability with at least 3-4 years of tenure in a previous company
  • Experience working with clients who have a minimum investment amount of Rs.1 Cr and above

To succeed in this challenging role, you will need to demonstrate exceptional organizational skills, strategic thinking, and an ability to work effectively under pressure. We are seeking a highly motivated and results-driven individual who can contribute to our team's success.



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