High Net Worth Financial Advisor

7 days ago

Kurnool, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 1,75,00,000
Job Overview

As a Sr Wealth Manager, you will be responsible for building and maintaining strong, long-term relationships with high-net-worth clients. Your role will involve understanding the financial goals and risk tolerance of each client to provide customized investment, insurance, and wealth planning solutions.

  • Establish trust with clients through regular communication and tailored advice.
  • Develop comprehensive financial plans that cater to the unique needs of each client.
Key Responsibilities
  1. Conduct thorough portfolio reviews and make recommendations based on market conditions and client requirements.
  2. Collaborate with internal product specialists to deliver cohesive financial solutions.
  3. Identify new business opportunities through referrals, networking, and cross-selling.
  4. Stay updated on market trends, financial products, and regulatory changes to provide expert advice.
  5. Ensure compliance with regulatory and internal risk management policies.
  6. Prepare and present periodic performance reports to clients.
  7. Achieve sales and revenue targets as set by the business.

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