High Net Worth Investment Strategist

6 days ago

Delhi NCR Delhi, India beBeeInvestment Full time

This is a highly specialized role for an experienced professional who will be working closely with high net worth individuals and families to provide bespoke investment solutions. The ideal candidate will have extensive experience in the BFSI sector, focusing on strategic wealth planning, portfolio management, and alternative investments.

Key Responsibilities
  • Identify and acquire new business opportunities from existing relationships and networks.
  • Develop and implement tailored financial strategies to meet the unique needs of each client.
  • Provide comprehensive investment advice and guidance to ensure maximum returns on investment.
  • Analyze market trends and adjust investment portfolios accordingly to minimize risk and maximize growth.
  • Maintain strong relationships with clients through exceptional customer service and communication skills.
Skills & Qualifications
  • Minimum 5 years of experience in BFSI with a proven track record of success.
  • In-depth knowledge of investment products, including mutual funds, portfolio management services, and alternative investment funds.
  • Excellent analytical and problem-solving skills, with the ability to think strategically and outside the box.
  • Strong interpersonal and communication skills, with the ability to build rapport with clients and colleagues alike.
  • NISM certification or equivalent is preferred.
What We Offer
  • A competitive compensation package that rewards performance and achievement.
  • Ongoing training and development opportunities to enhance skills and knowledge.
  • A collaborative and dynamic work environment that encourages innovation and creativity.
  • The chance to make a real difference in the lives of our clients and their families.

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