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High Net Worth Client Advisor

3 weeks ago

Bikaner, Rajasthan, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000
Private Wealth Advisor

About the Role

  • This role is instrumental in acquiring High Net Worth Individuals (HNI) and Ultra HNI clients, and building relationships with them. Our team requires a skilled Private Wealth Advisor to cultivate these relationships and provide exceptional service.

Responsibilities:

  • Sell Investment, Insurance, and other wealth management products to high-net-worth clients to generate fee income.
  • Nurture and manage end-to-end customer relationships for Private Customers by fulfilling all their banking needs through wealth solutions (Asset Under Management, Alternatives Investment Funds, and Mutual Fund products).
  • Acquire New Book (NTB Private Clients) and grow existing client base.

Key Skills:

  • Strong client base with a deep understanding of Wealth Management products.
  • Excellent communication and relationship-building skills.

We are looking for candidates with 10+ years of experience in Banking and Financial domains, currently working as Relationship Manager, Branch Manager, or Regional Heads. This position offers an exciting opportunity for professionals to build long-term relationships with our clients and drive business growth.

The ideal candidate will have:

  • A proven track record of success in private banking or wealth management.
  • Strong analytical and problem-solving skills.
  • Ability to communicate complex financial concepts to clients.

We offer a dynamic and supportive work environment, competitive compensation, and opportunities for career advancement. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.