Senior Financial Advisor

3 days ago


Palakkad, Kerala, India beBeeWealthManager Full time ₹ 20,00,000 - ₹ 30,00,000

Role Summary

We are seeking a seasoned Wealth Manager to lead our financial services. The ideal candidate will have a proven track record of developing long-term relationships with high-net-worth clients, providing tailored investment and wealth planning solutions.

Main Responsibilities:

  • Develop and maintain strong professional relationships with a portfolio of high-net-worth clients.
  • Understand clients' financial objectives and risk tolerance to deliver customized investment and wealth planning solutions.
  • Conduct regular portfolio reviews and make recommendations based on market conditions and client needs.
  • Collaborate with internal product specialists to provide comprehensive financial solutions.
  • Identify new business opportunities through referrals and networking.
  • Stay up-to-date on market trends, financial products, and regulatory changes.
  • Maintain compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.

Requirements:

  • Minimum 5 years of experience in wealth management or a related field.
  • Degree in Finance, Economics, or a related field.
  • Strong knowledge of investments, insurance, and wealth planning principles.
  • Excellent communication and interpersonal skills.


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