High Net Worth Individual Wealth Manager

24 hours ago

Ludhiana Sonipat Sonepat Jalandhar, India beBeeWealth Full time
Job Description

Wealth Management Specialist

The ideal candidate will be responsible for managing and nurturing relationships with high-net-worth individuals, providing personalized wealth management solutions and financial advisory services to meet their diverse needs.

This is a challenging role that requires strong communication and relationship-building skills, as well as the ability to stay up-to-date on global economic trends and investment products.

Responsibilities
  • Client Acquisition and Onboarding:
  • Identify potential HNI/UHNI clients and develop strategies for client acquisition.
  • Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.
  • Wealth Management Advisory:
  • Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.
  • Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.
  • Portfolio Management:
  • Design and manage investment portfolios based on clients' risk profiles and financial objectives.
  • Monitor market trends and economic developments to make informed investment recommendations.
  • Relationship Building:
  • Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.
  • Address client inquiries, concerns, and requests in a timely and efficient manner.
  • Cross-Selling and Upselling:
  • Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.
  • Compliance and Risk Management:
  • Ensure compliance with regulatory requirements and internal policies.
  • Mitigate risks associated with client portfolios and financial transactions.
  • Market Research:
  • Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.
  • Reporting and Documentation:
  • Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.
  • Generate regular reports for clients on their investment portfolios.

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