Senior Wealth Manager

9 hours ago

Vizag, Andhra Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Wealth Management Job Opportunity

Job Summary:

This position is responsible for developing and providing solutions to clients based on their financial requirements. The successful candidate will conduct regular follow-ups with leads, increase client bases by meeting new clients, and initiate portfolio reviews of existing investors.

Main Responsibilities:

  • Develop and provide tailored investment solutions to clients based on their financial goals and risk tolerance.
  • Conduct timely and regular follow-ups with leads and prospects to identify potential opportunities.
  • Increase client base by meeting new clients, taking referrals from existing clients, and building strong relationships.
  • Initiate portfolio review of existing investors in a timely manner to ensure alignment with their financial objectives.
  • Upsell and cross-sell products to existing clients to increase revenue and expand their investment portfolios.
  • Share regular updates with clients regarding market trends, research papers, and other relevant information.
  • Collaborate with the marketing team to develop and implement effective marketing strategies to attract new clients.

Key Qualifications:

  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Able to analyze complex financial data and provide clear, concise recommendations to clients.
  • Proven track record of increasing client assets under management and generating revenue growth.
  • Strong knowledge of wealth management products and services, including insurance, fixed deposits, mutual funds, and alternative investments.
  • Candidates with experience in financial planning, investment advisory, and portfolio management are preferred.
  • Possession of relevant certifications, such as CFP or CAIA, is an added advantage.

Benefits:

The ideal candidate will have a minimum 7-12 years of experience in wealth management, financial planning, and investment advisory. A proven track record of AUM generation and possession of requisite certifications are highly desirable.

What We Offer:

We offer a competitive salary package, comprehensive benefits, and opportunities for professional growth and development. If you are a motivated and experienced professional looking for a challenging role, please submit your application.

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