High Net Worth Wealth Manager

7 days ago

Nashik, Maharashtra, India beBeeWealth Full time ₹ 14,40,000 - ₹ 21,60,000

Wealth Management Opportunity

As a seasoned wealth manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals. Your primary goal is to understand their financial goals and objectives, and provide personalized advice and solutions tailored to their needs.

  • You will work closely with clients to develop comprehensive investment strategies that align with their risk profiles and financial objectives.
  • In addition, you will conduct regular portfolio reviews and performance updates to ensure alignment with client goals.
  • Your expertise in alternative investment funds, portfolio management services, mutual funds, and equity products will enable you to educate clients on the features, benefits, and risks associated with these products.
  • You will also identify new business opportunities through networking and referrals.

Requirements

  • A minimum of 12 years of relevant experience in wealth management.
  • Strong understanding of wealth management products, including alternative investment funds and portfolio management services.
  • Proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.

Benefits

This role offers a challenging and rewarding career opportunity for experienced wealth managers looking to take their careers to the next level. If you are passionate about delivering exceptional client service and have a proven track record of success in wealth management, we encourage you to apply.

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