Financial Growth Specialist

1 day ago

Agra, Uttar Pradesh, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

We are seeking an experienced Wealth Manager to play a vital role in the financial growth of affluent clients.

About the Role:
  • To establish and maintain long-term relationships with high-net-worth individuals, providing expert investment advice and guidance.
  • To effectively manage client portfolios, increasing their overall financial wealth and AUM (Mutual Funds, PMS, Structured Products).
  • To identify and pursue new business opportunities within the Affluent Client segment.
Key Requirements:
  • A minimum of 3-5 years of work experience in Private Banking or Wealth Management.
  • Demonstrated track record of success in handling and managing clients with a minimum investment amount of Rs.1 Cr and above.
  • Excellent communication and relationship-building skills, with the ability to work effectively in a fast-paced environment.

The ideal candidate will possess strong analytical skills, be highly organized, and have a passion for delivering exceptional client service.

Join us in this exciting opportunity to build a rewarding career in Wealth Management.

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