Senior Wealth Strategist

22 hours ago

Bengaluru, Karnataka, India beBeeWealthStrategist Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title

Senior Wealth Strategist

  • We are seeking a seasoned Senior Wealth Strategist to join our team of financial experts.

Job Description

The ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing expert financial advice and personalized wealth management solutions.

Main Responsibilities

  1. Client Acquisition and Relationship Management:
  • Develop and execute strategies to acquire new high-net-worth clients and deepen existing relationships through cross-selling and up-selling of investment products.
  • Provide tailored financial solutions to meet the unique needs of each client, ensuring exceptional client service and satisfaction.
  • Actively network and seek referrals to expand the client base and contribute to business growth targets.
  • Assist in the development and implementation of marketing plans to acquire new customers in the corporate space and formulate acquisition initiatives.
  • Acquire new accounts from group collaborations within internal teams including research, investment, and compliance to ensure delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise

  • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
  • Ensure profitability of the portfolio by generating high income per customer.

Benefits

As a Senior Wealth Strategist, you will enjoy a competitive compensation package, comprehensive training and development opportunities, and a collaborative work environment.

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