Strategic Manager

14 hours ago

Surat, Gujarat, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Overview:

As a seasoned wealth management professional, you will be responsible for developing and providing bespoke solutions to high net worth individuals and families.

Key Responsibilities include:

  • Solution Development: Design and deliver tailored wealth management solutions to meet clients' financial goals and objectives.
  • Client Relationship Management: Foster strong relationships with clients, understand their financial needs, and provide guidance on investment strategies.
  • Portfolio Review: Conduct regular portfolio reviews to ensure alignment with clients' risk tolerance and investment objectives.
  • Cross-Selling and Upselling: Identify opportunities to expand our product offerings and increase revenue by cross-selling and upselling products to existing clients.
  • Market Research and Analysis: Stay up-to-date with market trends, research papers, and economic developments to provide insightful advice to clients.

Requirements:

  • Experience: Minimum 7 years of experience in Wealth Management, Financial Planning, and Investment Advisory.
  • Certifications: Possession of requisite certifications such as CFP, CAIA, or equivalent is an added advantage.
  • Wealth Instruments: Exposure to all wealth instruments including Insurance, FD, Mutual Funds, PMS, AIF, etc.
  • AUM Generation: Proven track record of AUM generation with a minimum Aum size of 30 cr.

What We Offer:

  • Competitive Remuneration: Attractive remuneration package commensurate with experience.
  • Opportunities for Growth: Opportunities to grow professionally and personally within the organization.
  • Collaborative Environment: Collaborative work environment with experienced professionals.

Location: Surat, India

About Our Services: Our company provides wealth management, financial planning, and investment advisory services to high net worth individuals and families.

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