Senior Wealth Advisor

2 days ago

Mumbai, Maharashtra, India beBeeWealthManagement Full time ₹ 2,20,00,000
Job Title: High Salary Senior Wealth Manager

This is an excellent opportunity to join a reputable wealth management firm in Mumbai. As a senior wealth manager, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships with high net worth individuals and corporate clients.

Key Responsibilities:
  • Analyzing financial information to determine strategies for meeting client objectives.
  • Maintaining knowledge of financial market trends to ensure client plans are responsive.
  • Ensuring the growth of Assets Under Management (AUM) or book size.
  • Achieving targets through acquisition and revenue generation.
Requirements:
  • Graduation or post-graduation in any discipline.
  • 5+ years of experience in wealth management, preferably from a banking or wealth platform background.
  • Domain knowledge of market pulse, investment products, and wealth platforms.
  • Proficiency in MS Office, MS Excel, AMFI, and IRDA certification.
Benefits:

We offer a competitive salary up to 22 LPA, depending on the candidate's qualifications and experience.

Other Details:

Local candidates with wealth products selling experience from banks, NBFCs, or other financial companies should apply.

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