Senior Financial Strategist

1 week ago


Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

Job Title: Senior Wealth Manager

About the Role:

We are seeking a skilled and experienced Sr Wealth Manager to join our team. As a key member of our financial services department, you will play a vital role in building and maintaining strong relationships with high-net-worth clients.

Key Responsibilities:
  • Develop Customized Financial Plans: You will work closely with clients to understand their financial goals, risk tolerance, and current financial situation to provide tailored investment, insurance, and wealth planning solutions.
  • Stay Up-to-Date on Market Trends: You will stay informed about market trends, financial products, and regulatory changes to ensure that your advice is always informed and relevant.
  • Collaborate with Internal Specialists: You will work closely with internal specialists to deliver comprehensive financial solutions to clients.
  • Identify New Business Opportunities: You will proactively identify new business opportunities through referrals and networking.
  • Provide Regular Performance Reports: You will prepare and present regular performance reports to clients to keep them informed about their financial progress.
  • Maintain Accurate Records: You will maintain accurate records and ensure compliance with regulatory policies.

You will be responsible for achieving sales and revenue targets while maintaining exceptional client service and building long-term relationships.



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