Senior Wealth Manager

8 hours ago

Kurnool, Andhra Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Title: Senior Wealth Manager

About the Role:

  • We are seeking an experienced wealth professional to develop and provide tailored solutions to clients based on their requirements.
  • The successful candidate will conduct timely follow-ups with leads, share updates on market trends with investors, and leverage relationships to increase assets under management (AUM).
  • Increase client base by meeting new clients, referring existing investors, and building AUM.
  • Initiate portfolio reviews of existing investors in a timely manner and upsell/cross-sell products to increase revenue.
  • Analyse client requirements, possess strong logical and numerical abilities, and communicate complex information effectively.
  • Deal with stress, adhere to procedures, and identify opportunities for profit growth.

Must Haves:

  1. Excellent relationship-building skills.
  2. Strong communication and listening skills.
  3. Confident individual with excellent presentation skills.
  4. Able to analyse client requirements and possess strong logical and numerical abilities.
  5. Ability to manage stress and adhere to procedures.

Desired Candidate Profiles:

  1. Candidate should have 7-12 years of experience in wealth management, financial planning, and investment advisory.
  2. Possession of requisite certifications is an added advantage.
  3. Exposure in various wealth instruments, including insurance, fixed deposits, mutual funds, portfolios, and alternative investments.
  4. Proven track record of AUM generation.

What We Offer:

  • A challenging role in a dynamic environment.
  • Opportunities for growth and development.
  • A collaborative and supportive work culture.

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