Wealth Management Specialist

3 days ago

Mumbai, Maharashtra, India beBeewealth Full time ₹ 8,00,000 - ₹ 12,00,000

We are seeking a skilled professional to build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.

Key responsibilities include providing personalized financial advice and wealth management solutions based on client needs and risk appetite. Regular portfolio reviews and performance updates will be conducted to ensure alignment with clients' financial objectives.

To achieve this, the successful candidate will demonstrate expertise in wealth management products including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), Mutual Funds (MFs), Equity. They will educate clients on features, benefits, and risks associated with these products.

The ideal candidate will recommend suitable investment strategies and products based on clients' preferences and risk profile. New business opportunities will be identified through networking and referrals.

The selected individual will drive business growth by effectively cross-selling wealth management products and services to existing clients. Thorough due diligence on investment products and providers will be conducted to mitigate risks.

Accurate records of client interactions and transactions will be maintained in accordance with compliance standards.

Requirements:

  • Relevant experience in wealth management
  • Strong understanding of AIFs and PMS
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications such as AMFI or NISM will be an advantage

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