Strategic Wealth Manager

3 days ago

India beBeeWealth Full time

Job Title: Wealth Management Professional

We are seeking an experienced wealth management professional to join our team. The ideal candidate will have a strong background in managing client relationships, financial planning, and investment strategies.

Key Responsibilities:
  • Manage client relationships to improve the value of existing customers
  • Build and maintain long-term relationships with clients, deepening their relationship and growing revenues
  • Provide seamless and superior service delivery to clients
  • Ensure compliance with regulatory and bank level requirements

Required Skills and Qualifications:

  • 3-10 years of experience in wealth management
  • Ability to manage relationships to improve the relationship value of existing customers
  • Ability to build and maintain long-term relationships, deepening relationship and growing revenues
  • Ability to provide seamless and superior service delivery
  • Ability to ensure compliance with key regulatory and bank level requirements

Benefits:

  • Opportunity to work with a dynamic team
  • Chance to develop and grow professionally
  • Competitive compensation package

Others:

  • Conduct risk profiling of all mapped clients for better advisory on investment needs
  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
  • Ensuring need-based product approach towards clients and regular reporting of product penetration

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