Strategic Financial Advisor

1 day ago

Dombivli, Maharashtra, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Title: Strategic Financial Advisor

As a Strategic Financial Advisor, you will play a pivotal role in building and maintaining relationships with high net worth individuals. Your primary responsibility will be to provide expert financial guidance and develop tailored investment strategies that cater to the unique needs of our esteemed clients.

Key Responsibilities:

  • Develop and execute comprehensive wealth management plans for HNI clients, ensuring seamless service delivery and exceptional client satisfaction.
  • Conduct thorough client profiling, analyzing their financial goals, risk tolerance, and investment objectives to offer customized financial solutions.
  • Manage and analyze client portfolios, identifying opportunities for growth and maximizing returns while minimizing risk.
  • Collaborate with cross-functional teams to drive business development initiatives, deepen relationships, and enhance share of wallet.
  • Stay up-to-date with market trends, regulatory requirements, and industry developments to provide informed advice and strategic recommendations to clients.

Requirements:

  • MBA / PGDBA / PGPM or equivalent
  • AMFI / NISM certified (mandatory), IRDA (preferred)

Preferred Qualifications:

  • Experience in wealth management, financial markets, and portfolio analysis
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with high net worth individuals

This role requires a strong understanding of wealth management principles, excellent communication skills, and the ability to build and maintain relationships with high net worth individuals. If you are a motivated and results-driven individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.

The selected candidate will be responsible for acquiring and managing HNI clients, providing them with customized financial solutions, and ensuring seamless service delivery. They will also be expected to conduct client profiling, offer a range of financial products, and manage client portfolios for optimal performance and profitability.

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