Fintech Wealth Management Expert

1 day ago

Madurai, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Description:

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  • We are seeking an experienced Fintech Wealth Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with high-net-worth clients, providing personalized financial planning and wealth management services.
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About the Role:

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  • The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs.
  • You will be responsible for designing and implementing tailored financial plans, managing client portfolios, and fostering long-term client relationships.
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Key Responsibilities:

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  • Client Relationship Management:">
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    • Build and maintain strong trust-based relationships with affluent/high-net-worth clients.
    • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals.
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  • Financial Planning:">
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    • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
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  • Business Development:">
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    • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).
    • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
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Requirements:

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  • Qualifications:">
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    • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
    • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body (preferred).
    • Additional certifications such as CFA (Chartered Financial Analyst), NISM are a plus.
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  • Experience:">
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    • Minimum of 5 years of total experience in financial planning and wealth management in India.
    • At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
    • Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).
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Skills:

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  • Strong knowledge of financial products, tax laws, and investment vehicles.
  • Expertise in financial planning tools and software.
  • Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
  • Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.
  • Proven ability to build and maintain client trust, with a client-centric approach to service delivery.
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Benefits:

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  • A competitive salary package.
  • Opportunities for professional growth and development.
  • A collaborative and dynamic work environment.
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Others:

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  • A thorough background check and verification of credentials.
  • Compliance with all relevant laws and regulations.
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