Wealth Manager Professional

4 days ago


Udaipur, Rajasthan, India beBeeWealth Full time ₹ 15,00,000 - ₹ 17,50,000

Seeking a skilled professional to excel in wealth management and client relationship building.

Key Responsibilities:
  • To identify and acquire high net worth clients
  • Maintain strong client relationships and expand their financial portfolios
  • Provide expert investment advice and manage overall financial strategies for existing clients
  • Stay up-to-date on market trends to attract new clients and expand the client base

Requirements:

  • A minimum of 3-5 years of experience in private banking or wealth management with a proven track record of success
  • Demonstrated stability and growth within current and previous companies, with a minimum tenure of 3-4 years
  • Proven ability to handle and manage high-value clients with investments exceeding Rs.1 Cr

We Offer:

  • A dynamic work environment with opportunities for growth and development
  • The chance to work with a diverse range of clients and build long-term relationships


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