Financial Strategist

7 days ago


Erode, Tamil Nadu, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 3,00,00,000
Job Role:
  • To cultivate and maintain strong, meaningful relationships with high-net-worth individuals to grasp their financial objectives and priorities.
  • To provide bespoke, tailored financial guidance and wealth management solutions to clients based on their unique needs and risk tolerance.
  • To regularly review and update client portfolios to ensure alignment with their financial goals.
  • To demonstrate expertise in a range of wealth management products, including but not limited to Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
  • To educate clients on the features, benefits, and risks associated with various wealth management products, empowering them to make informed decisions.
  • To recommend suitable investment strategies and products to clients based on their individual preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate potential risks.
  • To maintain accurate records of client interactions and transactions in accordance with regulatory standards.
Key Requirements:
  • A minimum of 12-18 years of relevant experience in the field.
  • Strong understanding of wealth management products, including AIFs and PMS.
  • A proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) are an added advantage.


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