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Financial Portfolio Manager

3 weeks ago

Gulbarga, Karnataka, India beBeeWealth Full time ₹ 50,00,000 - ₹ 1,00,00,000
Wealth Management Professional

This is a highly sought-after role for individuals with expertise in wealth management and financial planning.

As a Wealth Manager, you will be responsible for acquiring affluent clients by building relationships and generating assets under management. You will also advise clients on their investments and manage their overall financial portfolios, deepening wallet share from existing clients.

In addition, you will track the affluent client segment in the market for new client acquisition opportunities and handle clients with a minimum investment amount of Rs.1 Cr and above.

Key Responsibilities:

  • To acquire affluent clients by building relationships and generating assets under management (AUM) from preferred clients
  • To advise clients on their investments and manage their overall financial portfolios, deepening wallet share from existing clients
  • To track the affluent client segment in the market for new client acquisition opportunities

Experience Requirements:

  • 3-5 years of work experience in a private bank or wealth management setup
  • Good vintage in current and previous companies, with a minimum tenure of 3-4 years of stability
  • Handling and managing clients with a minimum investment amount of Rs.1 Cr and above

Skillset:

We are looking for professionals with excellent communication, relationship-building, and financial planning skills, as well as knowledge of capital markets and asset management products.

Benefits:

  • A dynamic work environment
  • Opportunities for growth and development
  • A chance to make a meaningful impact in the lives of our clients

Job Type:

This is a full-time position that requires regular working hours and occasional travel to meet clients and attend industry events.

Location:

The job is based in Kalaburagi, but you may be required to travel to other locations within India as part of your role.