Senior Portfolio Strategist

8 hours ago

Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

Job Opportunity:

We are seeking a seasoned Wealth Manager to enhance our portfolio.

About the Role:

  • Clients: Foster long-term relationships with high-net-worth clients through exceptional service and tailored solutions.
  • Financial Planning: Understand clients' goals, risk tolerance, and financial situations to provide customized investment advice, insurance solutions, and wealth planning strategies.
  • Portfolio Management: Conduct regular portfolio reviews to identify opportunities for growth and recommend adjustments based on market conditions and client needs.
  • Collaboration: Work closely with internal product specialists to deliver comprehensive financial solutions that meet clients' evolving needs.
  • New Business Development: Identify new business opportunities through referrals, networking, and cross-selling, while ensuring compliance with regulatory policies.
  • Staying Updated: Stay current on market trends, financial products, and regulatory changes to provide informed advice.
  • Compliance: Ensure adherence to regulatory and internal risk management policies to maintain a strong reputation.
  • Reporting: Prepare and present periodic performance reports to clients, highlighting achievements and areas for improvement.

About You:

To succeed in this role, you should possess excellent communication skills, a strong understanding of financial markets, and the ability to work independently and collaboratively as part of a team. If you have a passion for delivering exceptional client experiences and driving business growth, we encourage you to apply.

Your Key Responsibilities:

Achieve sales and revenue targets, prepare periodic performance reports, conduct portfolio reviews, and stay updated on market trends and regulatory changes.

Key Qualifications:

A degree in finance, economics, or a related field, combined with relevant experience in wealth management, financial planning, and portfolio management.

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