Senior Wealth Strategist

3 hours ago

Thrissur, Kerala, India beBeeWealth Full time ₹ 75,00,000 - ₹ 1,50,00,000

As a Senior Wealth Strategist, you will play a pivotal role in shaping the financial futures of high-net-worth individuals.

Key Responsibilities:
  • Relationship Building: Establish and maintain strong, long-term relationships with a diverse portfolio of clients, delivering exceptional service and tailored solutions to meet their unique needs.
  • Financial Planning: Conduct thorough assessments of clients' financial goals, risk tolerance, and current situations to provide expert advice on investment, insurance, and wealth planning strategies.
  • Portfolio Management: Regularly review and adjust client portfolios to ensure alignment with market conditions, regulatory changes, and individual client objectives.
  • Cross-Functional Collaboration: Work closely with internal specialists, including investment advisors and insurance experts, to deliver comprehensive financial solutions that address clients' complex needs.
  • New Business Development: Proactively identify opportunities for growth through referrals, networking, and strategic cross-selling initiatives.
  • Industry Stays: Stay up-to-date on market trends, financial products, and regulatory updates to provide informed guidance to clients.
  • Compliance: Ensure adherence to all regulatory requirements and internal risk management policies to maintain the highest standards of professionalism and integrity.
  • Reporting: Prepare and present regular performance reports to clients, highlighting achievements and areas for improvement.
  • Performance Metrics: Meet or exceed established sales and revenue targets as set by the business.
Requirements:
  • Strong understanding of financial markets, products, and regulations.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Ability to analyze complex financial data and develop tailored solutions.
  • Strategic thinking and problem-solving capabilities.
  • Results-driven mindset with a focus on achieving sales and revenue targets.

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