High Net Worth Portfolio Manager

2 days ago

Hyderabad, Telangana, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Role: Relationship Manager - Wealth

We are seeking a seasoned professional to join our organization as a wealth manager. The ideal candidate will have a strong background in relationship management and a passion for delivering exceptional service to high net worth individuals.

Responsibilities:

  • Manage client relationships, ensuring seamless service delivery by conducting thorough needs assessments and tailoring investment solutions to meet their unique goals and objectives.
  • Develop and implement client profiling strategies to offer a range of products including debt, equity, mutual funds, structured and real estate investments.
  • Analyze and manage client portfolios to ensure optimal performance and profitability, identifying opportunities for growth and suggesting strategies for improvement.
  • Develop and implement cross-selling initiatives to deepen relationships and increase share of wallet with existing clients.
  • Collaborate with business teams to support acquisition initiatives and drive business growth in the corporate/HNI space.
Requirements
  • MBA / PGDBA / PGPM or equivalent from a recognized institution.
  • AMFI / NISM certification (mandatory) with IRDA certification preferred.

This is an exciting opportunity for a results-driven professional to leverage their expertise in wealth management and financial markets to deliver exceptional value to our clients.

We seek a talented individual who is passionate about building long-term relationships and driving business growth through innovative solutions and strategic partnerships.

Key Skills
  • Strong understanding of wealth management principles and financial markets.
  • Proven track record in client acquisition and relationship management.
  • Ability to analyze complex data and develop actionable insights.
  • Excellent communication and interpersonal skills.
  • Strategic thinking and problem-solving skills.

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