Asset Management Specialist

3 hours ago

Bharatpur, Rajasthan, India beBeeLuxury Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

Job Title: Luxury Asset Manager

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About the Role:

We are seeking a seasoned Luxury Asset Manager to join our team. In this role, you will be responsible for building and maintaining relationships with high-net-worth individuals, providing personalized financial advice and wealth management solutions tailored to their needs and risk tolerance.

You will conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. Additionally, you will demonstrate expertise in luxury asset management products, including alternative investment funds, portfolio management services, mutual funds, and equities.

You will educate clients on the features, benefits, and risks associated with various luxury asset management products and recommend suitable investment strategies and products based on clients' investment preferences and risk profile.

Responsibilities:

  • To establish and maintain robust relationships with high-net-worth individuals to comprehend their financial objectives and goals.
  • To provide personalized financial advice and wealth management solutions tailored to clients' needs and risk tolerance.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in luxury asset management products, including alternative investment funds, portfolio management services, mutual funds, and equities.
  • To educate clients on the features, benefits, and risks associated with various luxury asset management products.
  • To recommend suitable investment strategies and products based on clients' investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling luxury asset management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements:

  • A minimum of 12 years of relevant experience.
  • Strong understanding of luxury asset management products, including alternative investment funds and portfolio management services.
  • 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, such as AMFI or NISM, are advantageous.

What We Offer:

  • Opportunity to work with high-net-worth individuals and build long-term relationships.
  • Chance to develop and implement personalized wealth management solutions.
  • Collaborative and dynamic work environment.
  • Ongoing training and professional development opportunities.

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