Personalised Wealth Solutions Specialist

1 week ago

Ellore, Andhra Pradesh, India beBeeWealth Full time US$ 10,00,000 - US$ 15,00,000
Job Opportunity">

We are seeking an experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for building and maintaining relationships with clients, providing them with tailored financial advice and solutions to meet their individual needs.

">Key Responsibilities
  • ">
  • Manage a portfolio of high net worth clients, providing them with expert advice on investment opportunities and wealth management strategies.">
  • Build strong relationships with clients through effective communication and a deep understanding of their financial goals and objectives.">
  • Identify new business opportunities and develop strategies to attract new clients.">
  • Stay up-to-date with market trends and developments, ensuring that clients receive the best possible advice and guidance.">

To succeed in this role, you will need:

  • ">
  • A certified Wealth Management or Financial Planning qualification.">
  • Pre-existing experience in managing high net worth clients, including transferable client books.">
  • Strong numerical and analytical skills, with close attention to detail.">
  • An understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous.">
  • A trustworthy, financially sound, professional team player with an instinct to deliver top-quality service.">

The successful candidate will enjoy:

  • ">
  • Multitude of career opportunities and progression.">
  • Competitive commission bonus based on a transparent structure.">
  • Individual and team training that supports your development.">
  • Client and employee events.">
  • Opportunity for further chartered qualifications relevant to the industry.">

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