Expert Financial Strategist

19 hours ago

Guntur, Andhra Pradesh, India beBeeWealth Full time ₹ 64,83,600 - ₹ 1,09,76,000
Job Description

We are seeking a highly skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for building and developing relationships with clients, managing their portfolios, and providing tailored financial advice.

Our ideal candidate will have a certified Wealth Management or Financial Planning qualification and a proven track record of success in private advisory wealth management. They will also possess excellent numerical and analytical skills, with a strong attention to detail and the ability to build trust with clients.

  • Key Responsibilities:
  • Build and develop a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
  • Deliver needs-based solutions through effective communication and influencing.
  • You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client's situation to pick the correct products and services for those client's needs.
Required Skills and Qualifications
  • Certified Wealth Management or Financial Planning qualification.
  • Proven track record of success in private advisory wealth management.
  • Excellent numerical and analytical skills.
  • Strong attention to detail.
  • Ability to build trust with clients.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • Understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
Benefits
  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.

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