Elite Financial Advisor Opportunity

3 days ago

Chandigarh, Chandigarh, India beBeeWealth Full time ₹ 60 - ₹ 85
Job Title: Private Wealth Manager

We are seeking a seasoned Private Wealth Manager to join our team and drive business growth by building and maintaining strong relationships with high-net-worth individuals.

  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
Key Requirements:
  • Minimum 12 years of experience in wealth management
  • Strong understanding of wealth management products and regulatory certifications
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Able to work independently and as part of a team in a fast-paced environment

This is an excellent opportunity for a motivated and experienced Private Wealth Manager to take their career to the next level.

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