Senior Wealth Manager

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Financial Advisor - Private Wealth

We are seeking a skilled Financial Advisor to join our team of experienced wealth management professionals. As a key member of our team, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, understanding their financial goals and objectives.

Key Responsibilities:

  • Personalized Wealth Management: Provide tailored financial advice and solutions to clients based on their unique needs and risk profiles.
  • Portfolio Reviews: Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Wealth Management Expertise: Demonstrate in-depth knowledge of wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds, and Equity.
  • Clients Education: Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Investment Strategies: Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • New Business Opportunities: Identify new business opportunities and generate leads through networking and referrals.
  • Business Growth: Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • Risk Management: Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Client Records: Maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements:

  • Experience: Relevant experience of 12-18 years.
  • Wealth Management Knowledge: Strong understanding of wealth management products, including AIFs and PMS.
  • Relationship Building: Proven track record of building and managing relationships with high-net-worth individuals.
  • Communication Skills: Excellent communication, presentation, and negotiation skills.
  • Teamwork: Able to work independently and as part of a team in a fast-paced environment.
  • Regulatory Certifications: Relevant regulatory certifications (e.g., AMFI, NISM) an advantage.

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