Senior Wealth Management Advisor

1 day ago

Bengaluru Bangalore Ahmedabad, India beBeeWealthManagement Full time
Role Overview

We are seeking a seasoned wealth management professional to join our team as a Private Banking Specialist. In this critical role, you will be responsible for providing comprehensive financial advisory services to Non-Resident Indian (NRI) clients. Your primary objective will be to deliver top-notch client servicing, conduct regular portfolio reviews, and ensure full compliance with all relevant regulatory guidelines.

This position requires a deep understanding of financial markets, products, and trends impacting NRI investment behavior. You will need to stay up-to-date with global financial developments and adapt your strategies accordingly. Strong analytical and problem-solving skills are essential in this role, as you will be working closely with clients to understand their unique needs and develop tailored solutions.

As a Private Banking Specialist, you will have the opportunity to work with a diverse range of clients, each with their own distinct financial goals and challenges. You will need to possess excellent communication and interpersonal skills to effectively collaborate with clients, colleagues, and other stakeholders.

Key Responsibilities
  • Wealth Management Advisory: Offer a wide range of wealth management products, including mutual funds, PMS, bonds, offshore investments, and insurance.
  • Client Servicing: Ensure the delivery of superior client servicing, including support for cross-border banking requirements.
  • Portfolio Management: Conduct regular portfolio reviews and focus on generating referrals from existing NRI clients.
  • Regulatory Compliance: Stay updated with global financial trends impacting NRI investment behavior and ensure compliance with all FEMA, FATCA, and RBI guidelines.
Required Skills and Qualifications
  • Proven experience in wealth management and private banking, with a focus on NRI clients.
  • Deep knowledge of financial markets, products, and trends.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Bachelor's or Master's degree in Finance, Business, or a related field, or equivalent experience.
Benefits and Opportunities

This is an exceptional opportunity to join a dynamic team and contribute to the growth and success of our organization. As a Private Banking Specialist, you will have access to ongoing training and development opportunities, as well as a competitive compensation package.

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