Senior Wealth Management Specialist

1 day ago

Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Role:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.

Key Responsibilities:

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

Requirements:

  • Relevant experience of 12 - 18 years.
  • 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 advantageous.

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