Strategic Investment Advisor

4 days ago

Hubli, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Opportunity

We are seeking an experienced Wealth Manager with a strong background in the stock market to provide personalized investment advice to clients and manage their investment portfolios.

The successful candidate will be responsible for developing and maintaining client relationships, providing investment advice, and managing portfolios to help clients achieve their financial goals.

Key Responsibilities
  • Client Relationships:
    • Establish and maintain relationships with clients to understand their investment goals and risk tolerance.
    • Provide tailored investment advice and recommendations to clients based on their individual needs and circumstances.
  • Portfolio Management:
    • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure alignment with clients' goals and risk tolerance.
    • Conduct market research and analysis to identify investment opportunities and risks.
  • Business Development:
    • Generate new business by identifying and pursuing new clients and opportunities.
    • Develop a thorough understanding of products and services, effectively communicating them to clients.
  • Collaboration and Compliance:
    • Collaborate with other departments to ensure high-quality and compliant services for clients.
    • Meet or exceed sales targets and key performance indicators.
Requirements
  • At least 10 years of experience as a Wealth Manager in the stock market.
  • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification preferred.
KPIs
  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction through high-quality investment advice and personalized service.
  • Expand client base through referrals, networking, and other sales activities.
  • Grow assets under management by effectively managing clients' investment portfolios and increasing wealth.
  • Maintain compliance with relevant regulations and internal policies to protect clients' investments.
  • Stay up-to-date with market trends and news to identify investment opportunities and risks.
  • Maintain high client engagement through regular communication and market updates.
  • Improve operational efficiency by utilizing tools and resources to manage clients' portfolios and generate reports.
  • Foster a positive team environment by sharing knowledge and expertise with colleagues.
  • Continuously improve knowledge and skills by staying current with industry trends and participating in training programs.

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