Wealth Portfolio Strategist

5 days ago

Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,49,95,000 - ₹ 2,09,99,900

Wealth Management Leader

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Our organization is seeking a highly skilled and experienced Wealth Manager to lead our wealth management team. As a key member of the team, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.

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Key Responsibilities:

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  • Develop and maintain strong relationships with clients to understand their investment goals and risk tolerance.">
  • Provide expert investment advice and recommendations to clients based on their individual needs and circumstances.">
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.">
  • Conduct thorough market research and analysis to identify investment opportunities and risks.">
  • Stay up-to-date with the latest market trends and news to provide regular updates to clients.">
  • Generate new business by identifying and pursuing new clients and business opportunities.">
  • Collaborate with other departments to ensure that clients receive high-quality services.">
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Requirements:

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  • 10+ years of experience as a Wealth Manager in the industry.">
  • Proven track record of generating and maintaining a client base and achieving sales targets.">
  • Strong understanding of financial markets, investment products, and portfolio management strategies.">
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.">
  • Ability to work independently and manage multiple priorities and deadlines.">
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.">
  • Familiarity with relevant regulations and compliance requirements.">
  • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification preferred.">
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KPIs:

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  • Achieve and exceed sales targets to drive revenue growth.">
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.">
  • Expand client base through referrals, networking, and other sales activities.">
  • Increase assets under management by effectively managing clients' investment portfolios.">
  • Meet or exceed profitability targets by balancing revenue growth with cost management.">
  • Maintain a high level of compliance to ensure that clients' investments are protected.">
  • Stay up-to-date with industry trends and news to identify investment opportunities and risks.">
  • Maintain a high level of client engagement through regular communication and market updates.">
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