Senior Wealth Manager

15 hours ago

Bellary, Karnataka, India beBeeFinancial Full time ₹ 17,00,000 - ₹ 28,00,000

As a seasoned financial professional, you will have the opportunity to excel in managing relationships with affluent clients.

This role is ideal for someone who has experience in wealth management and a strong ability to build rapport with high net worth individuals.

Responsibilities:
  • Client Acquisition: Identify potential customers, assess their financial needs, and provide customized solutions.
  • Relationship Management: Foster and maintain long-term relationships with existing clients, ensuring their financial goals are met.
  • Portfolio Management: Develop and implement investment strategies that align with clients' risk tolerance and financial objectives.
  • Product Knowledge: Stay current with industry trends and developments in financial products and services.
Requirements:
  • Education: A bachelor's degree in finance or a related field.
  • Experience: A minimum of 2 years of experience in wealth management, preferably with a background in insurance and retail relationship management.
  • Skills: Strong communication skills, ability to manage complex client requirements, knowledge of financial markets and economic trends.
Key Performance Indicators (KPIs):
  • Client Acquisition: Meet monthly and quarterly targets for acquiring new clients.
  • Relationship Management: Maintain strong relationships with existing clients, ensuring their financial needs are met.
  • Portfolio Management: Achieve client satisfaction rates above 90%.
  • Product Knowledge: Stay up-to-date with industry developments and best practices in financial services.

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