High Net Worth Relationship Manager

2 days ago

Hyderabad, Telangana, India beBeeWealth Full time

Private Wealth Specialist

We are seeking an exceptional Wealth Management Professional to join our team and contribute to the growth of our high-net-worth client base.

The ideal candidate will have a strong background in financial planning, wealth management, and investment strategies. They will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and identifying new business opportunities through networking and referrals.

Key Responsibilities:

  • Client Relationships: Build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • Wealth Management Advice: Provide personalized financial advice and wealth management solutions based on client needs and risk appetite.
  • Portfolio Reviews: Conduct regular portfolio reviews and performance updates to ensure alignment with clients' financial objectives.
  • Expertise: Demonstrate expertise in wealth management products, including alternative investment funds, portfolio management services, mutual funds, insurance, and equity.
  • Education: Educate clients on product features, benefits, and risks.
  • Investment Strategies: Recommend suitable investment strategies and products based on clients' preferences and risk profile.
  • New Business Opportunities: Identify new business opportunities through networking and referrals.
  • Business Growth: Drive business growth by cross-selling wealth management products and services.
  • Due Diligence: Conduct thorough due diligence on investment products and providers.

Requirements:

  • Experience: 12-18 years of relevant experience in financial planning and wealth management.
  • Skills: Strong understanding of wealth management products, excellent communication, presentation, and negotiation skills.
  • Qualifications: Proven track record in building high-net-worth individual relationships, ability to work independently and as part of a team.

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