Asset Acquisition Specialist

6 days ago

Alleppey, Kerala, India beBeeWealthManagement Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Title: Asset Acquisition Specialist

We are seeking a highly skilled and experienced professional to join our organization as an Asset Acquisition Specialist.

The successful candidate will be responsible for identifying and acquiring new affluent clients, maintaining strong relationships with existing clients, and generating assets under management (AUM) from high net worth individuals.

The ideal candidate will have 3-5 years of work experience in a private banking or wealth management setup, with a strong track record of success in their previous roles. They should also possess excellent communication skills, the ability to handle clients with a minimum investment amount of Rs. 1 Cr and above, and a deep understanding of financial markets and investment products.

Key responsibilities will include:

  • Developing and executing effective client acquisition strategies
  • Maintaining accurate records of client interactions and transactions
  • Providing exceptional customer service and support to clients

As an Asset Acquisition Specialist, you will have the opportunity to work with high net worth individuals and families, helping them achieve their financial goals and objectives. If you are a motivated and results-driven professional with a passion for wealth management, we encourage you to apply for this exciting opportunity.

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