Senior Wealth Strategist

2 days ago


Vijayawada, Andhra Pradesh, India beBeeManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Lead a high-performing Wealth Management team as a Chief Manager/Sr Manager. Key responsibilities include:

  • Develop and provide tailored investment solutions to client needs, driving business growth and increasing Assets Under Management (AUM).
  • Regularly engage with leads through strategic communications, leveraging market insights and news articles to maintain relationships.
  • Earn new connections, referrals, and partnerships to expand the client base.
  • Carefully initiate timely portfolio reviews for existing investors, identifying opportunities for upselling and cross-selling.
  • Stay up-to-date on market trends and share valuable insights with investors through regular updates and research papers.
  • Collaborate with marketing teams to develop effective regional marketing strategies.

Mandatory Skills and Experience:

  • A minimum of 7-12 years of experience in Wealth Management, Financial Planning, and Investment Advisory.
  • Possess requisite certifications and a proven track record of AUM generation.
  • Hold exposure to various wealth instruments, including insurance, Fixed Deposits, mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
  • Maintain a minimum AUM size of 30 crores.

Location: Vijayawada



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