Senior Wealth Management Professional

1 day ago

Ajmer, Rajasthan, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 3,00,00,000

Job Title: Senior Wealth Management Professional

We are seeking a seasoned financial expert to join our organization. The ideal candidate will be responsible for fostering long-term relationships with high-net-worth clients and delivering tailored wealth management solutions.

About the Role:

  • Our clients' unique financial goals and risk profiles require a deep understanding of the market and regulatory landscape, so we need someone who can provide bespoke investment, insurance, and wealth planning strategies.
  • You will regularly review client portfolios and make recommendations for adjustments based on market conditions and individual needs.
  • Collaboration with internal product specialists is crucial in delivering comprehensive financial solutions, thus strong communication skills are essential.
  • The successful candidate will proactively identify new business opportunities through referrals, networking, and cross-selling initiatives.
  • To stay ahead, you must remain up-to-date on market trends, financial products, and regulatory changes to provide informed advice.
  • A key responsibility will be ensuring compliance with regulatory and internal risk management policies.
  • You will also prepare and present regular performance reports to clients, providing transparency and accountability.

Your Skills and Experience:

  • A minimum of 5 years' experience in wealth management or a related field, with a proven track record of success.
  • Strong knowledge of financial products, including mutual funds, PMS, and AIF.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
  • Able to work under pressure and meet sales targets, while maintaining a high level of professionalism at all times.

What We Offer:

  • A competitive salary and bonus structure that reflects your value to the organization.
  • Ongoing training and development opportunities to help you grow professionally and personally.
  • A dynamic and supportive work environment that encourages collaboration and innovation.

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