Senior Wealth Manager

2 days ago

Kolkata, West Bengal, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Wealth Management Professionals Wanted

About the Role

We are looking for experienced Wealth Management professionals to join our team. If you have a passion for building long-term client relationships and driving financial growth, we would love to hear from you.

Key Responsibilities:
  • Develop and deliver customized financial solutions aligned with clients goals.
  • Regularly engage with clients through reviews, portfolio updates, and personalized communications.
  • Drive AUM growth by acquiring new clients, leveraging referrals, and deepening existing relationships.
  • Upsell & cross-sell across wealth products (MFs, PMS, AIF, Insurance, FDs, etc.).
  • Share insights on primary & secondary market trends, research updates, and new product offerings.
  • Collaborate with regional marketing and product teams for campaigns and investor engagement initiatives.
  • Ensure strict adherence to compliance, documentation, and internal processes.
Required Skills and Qualifications
  • Exceptional communication, interpersonal & client relationship management abilities.
  • Strong analytical mindset with proven ability to understand client requirements and design effective solutions.
  • Ability to perform under pressure while maintaining high emotional stability and professional integrity.
  • Strategic thinking to identify opportunities for profitability and portfolio growth.
Benefits
  • Able to work with large portfolios and drive financial growth.
  • Opportunities for career advancement and professional development.
  • A collaborative and dynamic work environment.
About Us

We are a leading provider of wealth management services. Our team is dedicated to delivering exceptional client experiences and achieving outstanding results.

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