Financial Expert Advisor

2 days ago

Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,20,00,000
Job Title

We are seeking a seasoned investment professional to join our team as a Wealth Manager. In this role, you will be responsible for building and maintaining long-term relationships with high-net-worth clients.

  • Responsibilities:
  • Identify and pursue new business opportunities through referrals, networking, and cross-selling.
  • Stay up-to-date on market trends, financial products, and regulatory changes to provide expert advice.
  • Conduct regular portfolio reviews and recommend adjustments based on client needs and market conditions.
  • Work closely with internal product specialists to deliver comprehensive financial solutions.
  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets set by the business.
  • Ensure compliance with regulatory and internal risk management policies.
  • Develop and maintain strong, long-term relationships with clients, understanding their financial goals and risk tolerance.
Requirements
  • Proven experience in wealth management or a related field.
  • Strong knowledge of financial markets, products, and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High level of professionalism and integrity.
Benefits

As a Wealth Manager at our company, you will have the opportunity to work with a talented team of professionals, enjoy a competitive salary and benefits package, and develop your skills and expertise in a dynamic and challenging environment.

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