Financial Strategist

6 days ago


Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 2,00,00,000
Investment Advisor

About the Role

We are seeking a skilled and experienced Investment Advisor to join our team. The ideal candidate will be responsible for acquiring and maintaining relationships with affluent and super affluent clients, generating AUM from preferred clients, advising clients on investments, and managing their overall financial portfolio.

Key Responsibilities:

  • Acquire and maintain strong relationships with high net worth individuals and families.
  • Develop and implement investment strategies that meet clients' goals and risk tolerance.
  • Provide expert advice on a range of investment products, including mutual funds, PMS, and structured products.
  • Identify new business opportunities and expand existing relationships through proactive client engagement and relationship building.

Requirements:

  • Minimum 3-5 years of experience in wealth management or a related field.
  • Proven track record of success in building and maintaining high-value client relationships.
  • Excellent communication and interpersonal skills, with ability to build trust and rapport with clients.
  • Strong understanding of investment products and markets, with ability to provide expert advice and guidance.


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