Investment Strategist

3 days ago


Aurangabad, Maharashtra, India beBeeRiskManagement Full time ₹ 9,87,654 - ₹ 12,34,567

Develop and Manage Client Relationships

As a wealth manager, you will play a pivotal role in enhancing and acquiring Assets Under Management (AUM). You will work closely with clients to understand their financial goals and objectives.

Key Responsibilities:
  • Align AUM according to the client's strategy while reducing risk, costs, & tax implications.
  • Enhance desired returns & manage volatility of the portfolio.
  • Ensure client satisfaction in all engagements.
  • Acquire new clients for the wealth management vertical.

Requirements include a minimum of 4 years of relevant experience in wealth management, a demonstrated track record of managing high-net-worth client relationships and sales, and a post graduate degree from a reputed institution.

Benefits:

  • Competitive compensation package
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment


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