Senior Financial Strategist

2 days ago


Vijayawada, Andhra Pradesh, India beBeeWealth Full time ₹ 5,00,000 - ₹ 10,00,000

Key Activities

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  • Build a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client's situation to pick the correct products and services for those client's needs. You will have access to license's across multiple locations.

Required Skills and Qualifications

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  • You must have a certified Wealth Management or Financial Planning qualification to apply for this role.
  • A pre-existing, transferable client book of NRI and/or HNI is also required for this role.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
  • Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
  • Have ambition, hunger for success and be driven by targets.

Benefits

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  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.

Why We Need You

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  • As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management.
  • You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.


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