Financial Advisor

6 days ago

Bikaner, Rajasthan, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

We are expanding our wealth management department and seeking dynamic professionals who can engage with high net worth clients and provide customized financial strategies.

The role involves client acquisition, portfolio advisory, and relationship building, ensuring that every client receives tailored investment solutions aligned with their goals.

Key Responsibilities

  • Develop and maintain strong relationships with high net worth clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across mutual funds, equity, and wealth management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services

Requirements

To be successful in this role, you will need:

  • Bachelor's/Master's degree in finance, commerce, economics, or related field
  • 2–3 years of experience in wealth management, mutual funds, equity, or financial advisory
  • Proven track record of handling high net worth clients and converting leads

Additionally, you will need:

  • Strong communication and interpersonal skills
  • Ability to understand client needs and provide appropriate investment solutions

We offer a competitive compensation package, including:

  • Competitive salary
  • Commission-based incentives
  • Opportunities for professional growth and development

Join us and take the first step towards a rewarding career in wealth management.

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