Financial Advisor

2 weeks ago

Vizag, Andhra Pradesh, India beBeeInvestments Full time ₹ 10,00,000 - ₹ 20,00,000

We are seeking a highly skilled and experienced Wealth Strategist to join our team. As a Wealth Strategist, you will play a crucial role in acquiring affluent and super-affluent clients.

Key Responsibilities:
  • To acquire high net worth individuals
  • To maintain client relationships and generate assets under management from preferred clients
  • To advise clients on their investments and managing their overall financial portfolio and deepening wallet share from existing clients
  • To track the high net worth client segment in the market for new client acquisition

Experience:

  • Should have 3-5 years of work experience preferably in private banking or wealth management set-up
  • Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)
  • Handling and managing clients with a minimum investment amount of $1 million and above

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