Financial Advisor for High Net Worth Individuals

9 hours ago

Tiruppur, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
High Net Worth Individual Financial Advisor Role

We are seeking a highly skilled financial professional to advise high-net-worth individuals on their wealth management strategies.

  • Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Provide personalized financial advice and solutions based on clients' needs and risk appetite.
  • Recommend suitable investment strategies and products to clients based on their preferences and risk profile.
  • Drive business growth by effectively cross-selling financial services to existing clients.
Key Requirements:

To succeed in this role, you should have the following skills and qualifications:

  • 12-18 years of experience in wealth management or a related field.
  • Strong understanding of wealth management products, including alternative investments and portfolio management.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Relevant certifications, such as AMFI or NISM, will be advantageous.

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