Wealth Management Expert

3 days ago

Hyderabad Secunderabad Telangana Kolkata Mumbai, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000
Wealth Management Opportunity
  • SVP/VP/AVP/Relationship Managers, Private Bankers - Wealth Management
Objective: Acquire and retain High Net Worth Individuals (HNI)/Ultra High Net Worth Individuals (UHNI) clients by providing exceptional investment solutions and building long-term relationships. Develop a deep understanding of equity and debt-based products, loans, and other financial services to offer tailored advice and guidance.

To be successful in this role, you will need:

  • Minimum 7 years of experience in wealth management or a related field.
  • In-depth knowledge of capital markets, mutual funds, portfolio management services, alternative investment firms, and equity broking.
  • Exceptional selling skills, soft skills, and product knowledge.
  • Able to build and maintain strong relationships with clients, identifying their financial goals and objectives.
  • Strong analytical and problem-solving skills to provide creative solutions to complex financial issues.
  • Familiarity with industry trends and regulations.

Benefits of the Role:

  • Opportunity to work with high-net-worth clients and build a loyal client base.
  • Develop expertise in wealth management products and services.
  • Competitive compensation package and benefits.
  • Collaborative and dynamic work environment.

Requirements:

  • Existing relationship manager with experience in wealth management or a related field.
  • AUM of at least Rs. 50 Cr.

This is an excellent opportunity for experienced professionals to take their career to the next level and make a meaningful impact in the lives of our clients.

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