High Net Worth Relationship Manager

4 hours ago

Jodhpur, Rajasthan, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,50,00,000
Private Wealth Manager Job Description

Our company is seeking an experienced Private Wealth Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with high-net-worth individuals, providing personalized financial advice and wealth management solutions, and conducting regular portfolio reviews and performance updates.

Key Responsibilities:

  • To establish and maintain long-term relationships with clients based on trust and understanding of their financial goals and objectives.
  • To provide customized investment strategies and products to clients based on their risk appetite and investment preferences.
  • To stay up-to-date with market trends and regulatory requirements to ensure the highest level of expertise in wealth management products.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To collaborate with other departments to drive business growth and expand our client base.

Requirements:

  • Minimum 12-18 years of relevant experience in wealth management or a related field.
  • Strong knowledge of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • Proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.

Benefits:

  • Competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • The chance to work with a dynamic and growing company.

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