Chief Investment Strategist

3 days ago


Palakkad, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Description:

We are seeking an experienced Wealth Management Professional with a strong background in the stock broking industry to manage investment portfolios and provide personalized investment advice to clients.

  • Develop and maintain relationships with clients to understand their financial goals and risk tolerance.
  • Provide customized investment recommendations based on individual needs and circumstances.
  • Monitor and adjust clients' investment portfolios as necessary to ensure alignment with their goals and risk tolerance.

Required Skills and Qualifications:

  • 10+ years of experience as a Wealth Manager in the stock broking 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.
  • Ability to work independently and manage multiple priorities and deadlines.

Key Responsibilities:

  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news.
  • Collaborate with other departments to ensure high-quality services.
  • Meet or exceed sales targets and KPIs.


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