Experienced Wealth Strategist

1 week ago

Solapur, Maharashtra, India beBeeWealth Full time ₹ 20,00,000 - ₹ 30,00,000

Job Title: Experienced Wealth Strategist

 

As a trusted advisor, you will work closely with high-net-worth clients to understand their evolving needs and provide personalized advice to help them achieve their long-term goals. This involves conducting in-depth financial assessments, developing tailored financial plans, and implementing strategies to optimize client portfolios for tax efficiency and long-term growth.

 

Key Responsibilities:

  • Client Relationship Management: Build and maintain strong relationships with affluent clients, acting as their primary point of contact for all financial matters.
  • Proactive Engagement: Engage with clients proactively to address concerns and provide expert advice on investment planning, retirement planning, and estate planning.
  • Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management.

 

Financial Planning:

  • Comprehensive Financial Plans: Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Portfolio Optimization: Optimize client portfolios for maximum returns and minimum risk, adhering to regulatory guidelines.

 

Professional Requirements:

  • Expertise: Strong understanding of investment products, tax optimization, and financial regulations.
  • Certifications: CFP, CAIA, or other relevant certifications.

 

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