Transforming Client Futures through Strategic Wealth Management

2 weeks ago

Bellary, Karnataka, India beBeeAmbition Full time ₹ 12,00,000 - ₹ 16,00,000

Job Title:

Ambitious Financial Strategist

We are seeking a seasoned Wealth Manager to join our dynamic team. As an Ambitious Financial Strategist, you will be responsible for delivering tailored wealth management solutions to high net worth clients.

Key Responsibilities:

  • Manage and support a portfolio of clients, building strong relationships and maintaining effective communication.
  • Conduct in-depth reviews to identify client needs and deliver bespoke financial strategies.
  • Analyse markets globally and client situations to recommend suitable investment products and services.
  • Advise on a range of financial products and services, including lump sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, international pension planning, and fintech.
  • Stay up-to-date with industry trends and comply with all relevant legislative requirements.

Requirements:

  • Certified Wealth Management or Financial Planning qualification.
  • Pre-existing client book of NRI and/or HNI desirable but not essential.
  • Service focused with numerical and analytical skills and close attention to detail.
  • Previous experience in managing high net worth clients advantageous.
  • Trustworthy, financially sound, professional team player with an instinct to deliver top-quality service.
  • Sound judgement skills and attention to detail can help analyse risks involved in certain investments.

Benefits:

  • Multitude of career opportunities and progression.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports development.
  • Client and employee events.

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