High Net Worth Financial Advisor

22 hours ago


Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Title: Private Wealth

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Role & Responsibilities:

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  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.">
  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.">
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.">
  • To demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.">
  • To educate clients on the features, benefits, and risks associated with various wealth management products.">
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.">
  • To identify new business opportunities and generate leads through networking and referrals.">
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.">
  • To conduct thorough due diligence on investment products and providers to mitigate risks.">
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.">
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Key Requirements:

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  • A minimum of 12-18 years of relevant experience.">
  • A strong understanding of wealth management products, including AIFs and PMS.">
  • A proven track record of building and managing relationships with high-net-worth individuals.">
  • Excellent communication, presentation, and negotiation skills.">
  • The ability to work independently and as part of a team in a fast-paced environment.">
  • Relevant regulatory certifications (e.g., AMFI, NISM) are an advantage.">


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