Personal Financial Strategist

2 days ago


Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title

**Wealth Manager**

We are seeking experienced professionals to join our wealth management team. The ideal candidate will have a proven track record of managing high-net-worth client relationships and sales, with a strong understanding of financial markets and investment products.

About Us

Our organization specializes in wealth management through proprietary technology platforms, focusing on delivering exceptional results to clients.

Job Overview

As a Wealth Manager, you will be responsible for developing and managing client relationships to enhance and acquire Assets Under Management (AUM). This role requires a strong understanding of financial markets, investment products, and relationship-building skills.

Key Responsibilities:
  • Develop and manage client relationships to enhance AUM.
  • Align AUM according to the client's strategy while reducing risk, costs, and tax implications.
  • Ensure client delight in all engagements.
  • Acquire new clients and grow existing relationships.
Requirements

For this role, we require:

  • A minimum 4 years of relevant experience in wealth management.
  • Demonstrated track record of managing high-net-worth client relationships and sales.
  • Post Graduate/MBA or graduate from a reputable institution.
  • AMFI certification and knowledge of mutual funds is an added advantage.


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