Wealth Management Professional

1 week ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

About the Role:

We are seeking a highly skilled Wealth Management Professional to join our team. The ideal candidate will have a strong understanding of wealth management products and financial planning strategies.

Responsibilities:

  • Build and maintain client relationships, identifying opportunities for growth and providing tailored investment and financial plans.
  • Manage client portfolios, allocating assets and making strategic investment decisions based on market trends and client needs.
  • Conduct in-depth research to support client recommendations, staying up-to-date with market developments and regulatory changes.
  • Collaborate with colleagues to deliver holistic wealth solutions, ensuring compliance with regulatory standards.

Requirements:

  • 3+ years of experience in wealth management or private banking, preferably with a strong understanding of wealth management products and financial planning strategies.
  • Strong analytical and problem-solving skills, with excellent communication and interpersonal abilities.
  • Proven track record of managing client relationships and delivering high-quality results.

Education:

  • Bachelor's degree in Finance, Economics, or a related field.
  • PREFERRED: MBA, CFA, CA, or CFP certification.

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