Strategic Financial Advisor

2 weeks ago

Delhi, Delhi, India beBeeWealthManager Full time ₹ 45,00,000 - ₹ 75,00,000
Wealth Management Career Opportunity

A leading player in the Capital Market sector, with a nationwide presence and managing assets exceeding 20,000+ Crores, is seeking an experienced Wealth Manager to expand its team.

Key Responsibilities:
  • Drive client acquisition efforts to expand the portfolio of High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNI) and Corporate clients;
  • Implement strategies for the activation of inactive clients and focus on robust client retention;
  • Provide comprehensive financial planning tailored to the unique needs and objectives of HNIs, UHNIs and Corporate clients;
  • Conduct thorough analysis of Risk profiles of clients to understand their financial situation, investment goals and risk tolerance;
  • Presents and sells a diverse range of third-party financial products from various Asset Management Companies (AMCs) and financial companies;
  • Successfully develop, maintain and deepen strong, long-term clients relationships built on trust and understanding;
  • Maintain a strong understanding of current capital market scenarios and possess deep knowledge of Wealth management principles and strategies;
  • Focusing on managing and building financial relationship with new HNI clients and Corporates;
  • Develop and manage investment portfolios of HNI clients to align with their financial plans and risk profiles;
  • Stay informed about the competitive landscape understanding, including competitor activity and new product developments in the market;
  • Plan and execute sales promotions and initiatives to effectively increase the client base;
Requirements:
  • Graduate/Post-graduate degree;
  • At least 2+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries;
  • Marketing and servicing 'Existing/New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role;
  • Good knowledge of financial products (PMS, AIF, MF, FD, Structured Product, Sovereign and Corporates Bonds, HL and LAP);
  • Impeccable Communication and Presentation skills;

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