Private Wealth Manager

4 days ago


Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,00,000
Job Title: Private Wealth Manager

Description:

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

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.

Demonstrate expertise in various wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).

Educate clients on the features, benefits, and risks associated with different wealth management products.

Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.


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