Wealth Strategist

6 hours ago

Hyderabad, Telangana, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,50,00,000
Relationship Manager Position

We are seeking a seasoned Relationship Manager to join our team and play a pivotal role in delivering exceptional wealth management services to high net worth individuals.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships and provide personalized financial strategies tailored to each client's unique needs and goals.

About the Role:

  • Clients: High net worth individuals requiring expert wealth management advice
  • Purpose: To deliver tailored financial solutions, ensuring clients achieve their goals through strategic investment and portfolio management

Key Responsibilities:

  1. Clients Acquisition: Identify and engage with potential high net worth clients to convert them into managed portfolios
  2. Portfolio Advisory: Provide expert advice on investment opportunities across Mutual Funds, Equity, and Wealth Management products, ensuring alignment with clients' goals and risk tolerance
  3. Relationship Management: Build and maintain strong relationships with existing clients, ensuring they receive ongoing support and guidance in achieving their financial objectives

Qualifications:

  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
  • Minimum 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
  • Proven track record of handling high net worth clients and converting leads

What We Offer:

  • A dynamic work environment that encourages growth and professional development
  • Ongoing training and support to enhance your skills and knowledge
  • An opportunity to make a meaningful impact on clients' lives through personalized wealth management services

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