Financial Portfolio Strategist

4 days ago

Belgaum, Karnataka, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Description

We are seeking a seasoned Wealth Manager with a strong background in the stock broking industry to excel in our team.

Key Responsibilities:

  • Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news and provide regular updates to clients.
  • Generate new business by identifying and pursuing new clients and business opportunities.
  • Develop and maintain a thorough understanding of our products and services, and effectively communicate them to clients.
  • Collaborate with other departments to ensure that clients receive high-quality and compliant services.
  • Meet or exceed sales targets and KPIs (Key Performance Indicators).
Required Skills and Qualifications

Prospective candidates should possess:

  • 10+ years of experience as a Wealth Manager in the stock broking industry.
  • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification preferred.

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