Senior Manager/Chief Manager

2 weeks ago

Jaipur, Rajasthan, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Description

The Senior Manager/Chief Manager in Wealth Management is a key role that involves developing and providing solutions to clients based on their financial goals.

Key responsibilities include:

  1. Developing and delivering personalized investment strategies for high net worth individuals.
  2. Conducting timely and regular follow-up with leads and stakeholders to increase client base and build Assets Under Management (AUM).
  3. Meeting new clients, taking referrals from existing investors, and building AUM through strategic portfolio reviews.
  4. Upselling and cross-selling investment products to existing clients, keeping them informed about market trends and updates.
Required Skills & Qualifications

Excellent communication and interpersonal skills are essential for this role. The ideal candidate should have:

  1. Strong analytical and problem-solving abilities.
  2. Excellent socializing and relation-building skills.
  3. Ability to analyze complex information, explain it clearly, and simplify technical details.
  4. A confident individual with excellent presentation skills.
  5. Logical and numerical abilities, with strong logical reasoning and decision-making skills.
Benefits

The successful candidate will enjoy a competitive salary package, along with opportunities for professional growth and development. They will also have access to ongoing training and mentorship programs to enhance their skills and knowledge.

Others

We seek a seasoned professional with a minimum of 7-12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of relevant certifications is an added advantage. We encourage candidates with a proven track record of AUM generation and a minimum AUM size of Rs. 30 cr to apply.

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