Wealth Manager Professional

5 days ago

Thāne, Maharashtra, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000
Senior Wealth Management Specialist

We are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team.

Job Description:

  • To build and maintain strong relationships with high-net-worth individuals, understanding their financial goals and objectives.
  • To provide personalized wealth management solutions, offering tailored advice based on client needs and risk appetite.
  • To conduct regular portfolio reviews, ensuring alignment with clients' financial objectives.
  • To demonstrate expertise in alternative investment funds (AIFs) and portfolio management services (PMS).
  • To educate clients on the features, benefits, and risks of various wealth management products.
  • To recommend suitable investment strategies and products based on clients' preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers, mitigating risks.
  • To maintain accurate records of client interactions and transactions in accordance with regulatory standards.

Required Skills and Qualifications:

  • Relevant experience: 12-18 years
  • Strong understanding of wealth management products, including AIFs and PMS
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications (e.g., AMFI, NISM)

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