Expert Wealth Manager

19 hours ago

Thrissur, Kerala, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000
Job Overview">

We are seeking a highly skilled Financial Advisor who is passionate about delivering personalized, independent financial advice to clients.

Our ideal candidate will be committed to creating a sustainable, rewarding, and award-winning environment that makes a difference in clients' lives and financial well-being.

As a key member of our team, you will have the opportunity to work with a diverse range of clients, providing expert advice on a full spectrum of financial products and services.

Key Responsibilities:

  1. Build and develop a portfolio of clients, focusing on individualized service and relationship-building.
  2. Manage and support a portfolio of clients, maintaining strong communication and trust through a personalized advisory approach.
  3. Identify current personal financial needs and discover new opportunities, advising clients on tailored solutions.
  4. Conduct in-depth reviews to understand clients' needs and deliver bespoke wealth management strategies.
  5. Communicate effectively and influence clients to make informed decisions about their finances.
  6. Gather information to assess potential impacts and identify possible risks and opportunities for clients.
  7. Analyze global markets and client situations to select suitable products and services.
  8. Advise on a comprehensive range of financial products, including lump sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, international pension planning, and fintech.
  9. Stay informed and compliant with relevant regulatory requirements, legislative changes, and industry best practices.
  10. Perform general administrative duties as required by the role.

Requirements:

  1. A certified Financial Planning qualification is essential for this role.
  2. A pre-existing client book of NRI and/or HNI is also required for this position.
  3. Service-focused individuals with strong numerical and analytical skills, close attention to detail, and excellent communication skills are preferred.
  4. Previous experience in managing high net worth clients is desirable but not necessary.
  5. An understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous.
  6. A trustworthy, financially sound, professional team player with an instinct to deliver top-quality service is essential.
  7. Sound judgment skills and attention to detail can help analyze the risks involved in certain investments.
  8. A proven sales track record in private advisory wealth management to your own clients is highly valued.
  9. Individuals with ambition, a hunger for success, and a drive for targets are encouraged to apply.

Benefits:

  1. Opportunities for further chartered qualifications relevant to the industry.
  2. Multitude of career opportunities and progression.
  3. Opportunity to transfer to different locations.
  4. Competitive commission bonus based on a transparent structure.
  5. Individual and team training to support your development.
  6. Client and employee events.

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