Senior Financial Planner

7 days ago

Guntur, Andhra Pradesh, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,00,00,000

Job Title:

We are seeking a highly skilled and experienced professional to fill the role of Sr Wealth Manager.

About the Role:

  • Build and maintain long-term relationships with high-net-worth clients.
  • Understand clients' financial goals and risk tolerance to provide tailored investment solutions.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal specialists to deliver comprehensive financial solutions.
  • Identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.

Main Responsibilities:

  1. Relationship Management: Build and maintain strong relationships with a portfolio of high-net-worth clients.
  2. Financial Planning: Understand clients' financial goals and risk tolerance to provide customized investment solutions.
  3. Portfolio Review: Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  4. Cross-Selling: Work closely with internal specialists to deliver comprehensive financial solutions.
  5. New Business Opportunities: Identify new business opportunities through referrals, networking, and cross-selling.
  6. Market Trends: Stay updated on market trends, financial products, and regulatory changes.
  7. Risk Management: Ensure compliance with regulatory and internal risk management policies.
  8. Reporting: Prepare and present periodic performance reports to clients.

Requirements:

  • Bachelor's degree in Finance or related field.
  • Minimum 5 years of experience in wealth management.
  • Strong communication and interpersonal skills.
  • Ability to work in a team environment.
  • Proficiency in MS Office and other financial software.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.

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