High Net Worth Financial Advisor

2 days ago

Mysore, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Title: Senior Wealth Strategist

Job Description

We are seeking a highly skilled and experienced Senior Wealth Strategist to join our team. As a key member of our wealth management group, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.

Key Responsibilities:

  1. Relationship Building: Develop and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  2. Financial Advice: Provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  3. Portfolio Management: Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  4. Product Knowledge: Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
  5. Client Education: Educate clients on the features, benefits, and risks associated with various wealth management products.
  6. Investment Strategy: Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  7. New Business Opportunities: Identify new business opportunities and generate leads through networking and referrals.
  8. Cross-Selling: Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  9. Risk Management: Conduct thorough due diligence on investment products and providers to mitigate risks.
  10. Compliance: Maintain accurate records of client interactions and transactions in accordance with compliance standards.
Required Skills and Qualifications

Experience: 12-18 years of relevant experience in wealth management or a related field.

Skills: Strong understanding of wealth management products, excellent communication, presentation, and negotiation skills.

Regulatory Certifications: Having relevant regulatory certifications (e.g., AMFI, NISM) is an advantage.

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