High Net Worth Investment Advisor

1 day ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000

Investment Expert Role

">Job Overview: We are seeking a seasoned investment professional to complement our team of successful relationship managers. As an investment expert, you will play a pivotal role in advising high net worth clients on their financial portfolios.">
  • Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets.
  • Add value to clients by analyzing and optimizing their portfolios based on risk return metrics.
  • Generate advisory or discretionary investment recommendations and effectively present rationales to clients.
  • Conduct regular portfolio reviews and performance monitoring with clients.
  • Implement Discretionary Mandate solutions.
  • Act as an investor and enabler to clients' requirements by providing suitable financial solutions and enhancing cross-business integration.
Key Responsibilities:
  • Perform market research and analysis to stay up-to-date on industry trends.
  • Develop and maintain strong relationships with clients through effective communication and problem-solving skills.
  • Stay informed about regulatory changes and ensure compliance.
Benefits: Our company offers a competitive compensation package, including health insurance, retirement plans, and opportunities for professional growth and development. If you are passionate about delivering exceptional results and building lasting relationships with clients, we encourage you to apply for this exciting opportunity.
Apply Now

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