Chief Financial Strategist

2 weeks ago


Surat, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Key Objectives:

  • Develop and maintain long-term partnerships with high-net-worth individuals.
  • Understand clients' financial objectives and risk tolerance to provide tailored investment, insurance, and wealth management solutions.
  • Regularly review and assess client portfolios, making recommendations for adjustments based on market conditions and client needs.
  • Collaborate with internal product specialists to deliver comprehensive financial solutions.
  • Identify new business opportunities through referrals, networking, and cross-selling.
  • Stay informed about market trends, financial products, and regulatory changes to provide expert advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present regular performance reports to clients.
  • Achieve sales and revenue targets set by the business.

Required Expertise:

  • Strong understanding of investment products and services.
  • Ability to build and maintain relationships with high-net-worth clients.
  • Excellent communication and presentation skills.
  • Proven track record of meeting or exceeding sales targets.
  • Knowledge of financial markets and regulatory requirements.

Benefits of Working in Wealth Management:

  • Opportunity to work with high-net-worth clients.
  • Professional growth and development.
  • Competitive compensation and benefits package.
  • Collaborative team environment.


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