Strategic Portfolio Advisor

1 week ago

Malappuram, Kerala, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 30,00,000

We are seeking a highly skilled Wealth Manager to join our team.

About the Role:
  • The successful candidate will be responsible for developing and managing client relationships, enhancing and acquiring more Assets Under Management (AUM).
  • They will align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of portfolios.
  • The Wealth Manager will review and service portfolios to create a wow experience for clients.
  • Additionally, they will onboard new relationships, conduct marketing activities, and learn new skills and knowledge to service clients better.
  • Maintaining full ethics in providing services and analysis is crucial.
  • The role also involves working closely with product teams to deliver specialized advice.

Key Responsibilities:

  • Develop and manage client relationships to enhance and acquire more Assets Under Management (AUM).
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of portfolios.
  • Review and service portfolios to create a wow experience for clients.
  • Onboard new relationships and conduct marketing activities to increase the number of clients managed.
  • Learn new skills and knowledge to service clients better.
  • Maintain full ethics in providing services and analysis.
  • Work closely with product teams for delivering specialized advice.

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Accounting, or related field.
  • Minimum 3 years of experience in wealth management or a related field.
  • Strong understanding of financial markets, products, and services.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment and prioritize tasks effectively.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.

Others:

  • Maintain confidentiality and handle sensitive information discreetly.
  • Adhere to company policies and procedures.
  • Participate in ongoing training and education to stay up-to-date on industry developments.

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