High-Net-Worth Client Advisor

1 week ago

Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Private Wealth Specialist

We are seeking a seasoned Private Wealth Specialist to join our team. As a key member of our financial services division, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, providing personalized wealth management solutions, and conducting regular portfolio reviews.

  • To excel in this role, you will need to have a proven track record of building and managing relationships with high-net-worth individuals, a strong understanding of wealth management products, and excellent communication, presentation, and negotiation skills.
  • You should also be able to work independently and as part of a team in a fast-paced environment, and have relevant regulatory certifications (e.g., AMFI, NISM) as an added advantage.

The ideal candidate will have at least 12 years of experience in the field and a strong network of high-net-worth individuals. If you are a results-driven professional looking to take your career to the next level, we encourage you to apply.

Key Requirements:
  • Relevant experience of 12+ years
  • Strong understanding of wealth management products
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Able to work independently and as part of a team
  • Relevant regulatory certifications (e.g., AMFI, NISM)
What We Offer:

We offer a competitive compensation package, opportunities for growth and development, and a dynamic work environment that values innovation and teamwork.

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