Senior Wealth Manager

7 days ago

Mangalore, Karnataka, India beBeeWealthManager Full time ₹ 15,00,000 - ₹ 25,00,000

Job Description:

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  • Build and maintain relationships with high-net-worth individuals to understand their financial goals and objectives.
  • Provide personalized financial advice and wealth management solutions based on clients' needs and risk appetite.
  • Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), MFs, Equity.
  • Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Recommend suitable investment strategies and products based on clients' investment preferences and risk profile.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Maintain accurate records of client interactions and transactions in accordance with compliance standards.

Required Skills and Qualifications:

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  • 12 - 18 years of relevant experience
  • Strong understanding of wealth management products, including AIFs and PMS
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications (e.g., AMFI, NISM)

Benefits:

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  • Opportunity to build long-term relationships with high-net-worth individuals
  • Chance to develop and implement effective wealth management strategies
  • Professional growth and development in a dynamic industry

Others:

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  • Fast-paced and challenging work environment
  • Opportunity to work with a team of experienced professionals
  • Competitive salary and benefits package

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