Strategic Wealth Advisor

1 day ago

Pune, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000
Financial Solutions Expert

We are seeking a highly skilled Financial Solutions Expert to join our team.

  • The role involves building strong, long-lasting relationships with clients and providing exceptional customer service. The Financial Solutions Expert collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets.

Responsibilities include:

Client Relationship Management
  • Build and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs.
  • Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions.
  • Conduct regular portfolio reviews and financial health check-ups to assess clients' financial performance and make necessary adjustments.
Business Development
  • Identify potential affluent clients through various channels, including referrals, networking, and market research.
  • Develop and execute strategies to acquire new affluent clients and grow the portfolio size.
  • Collaborate with product specialists, marketing, and other teams to enhance product offerings and improve client acquisition and retention.
Wealth Management Solutions
  • Recommend and sell a range of financial products and services, including investment products, insurance, retirement planning, and estate planning, tailored to individual client needs.
  • Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice.
Compliance and Risk Management
  • Ensure compliance with all internal policies, procedures, and regulatory guidelines.
  • Monitor and manage potential risks within the portfolio, working to mitigate any adverse effects on clients' investments.
Team Collaboration
  • Collaborate with internal teams, including relationship managers from other divisions, wealth specialists, credit officers, and customer support, to deliver comprehensive and seamless services to clients.
  • Work closely with the support teams to ensure smooth onboarding of new clients and efficient handling of any client-related issues.

Requirements:

  • Bachelor's degree in finance, economics, business, or a related field.
  • Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service.
  • Strong knowledge of financial products, investment strategies, and wealth management solutions.
  • Excellent communication and interpersonal skills to establish and maintain client relationships effectively.
  • Analytical mindset with the ability to assess clients' financial situations and recommend suitable solutions.
  • Knowledge of relevant banking regulations.

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