Senior Wealth Strategist

2 days ago

Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,00,00,000

Job Overview:

We are seeking a seasoned wealth professional with a strong background in the stock broking industry to assume this key role.

Responsibilities:

  • Develop and maintain relationships with clients to understand their investment objectives and risk tolerance.
  • Provide tailored investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news and provide regular updates to clients.
  • Pursue new business by identifying and engaging with new clients and business opportunities.
  • Develop and maintain a thorough understanding of our financial products and services, and effectively communicate them to clients.
  • Collaborate with other departments, such as research, compliance, and operations, to ensure that clients receive high-quality and compliant services.
  • Achieve or exceed sales targets and key performance indicators (KPIs).

Requirements:

  • 10+ years of experience as a wealth manager in the stock broking industry.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • A strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • The ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • A bachelor's degree in finance, business, or a related field. An advanced degree or professional certification (e.g., CFA) is preferred.

KPIs:

  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand client base by generating new business through referrals, networking, and other sales activities.
  • Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.
  • Meet or exceed profitability targets by balancing revenue growth with cost management.
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.
  • Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.
  • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.
  • Increase operational efficiency by effectively utilizing tools and resources to manage clients' portfolios and generate reports.
  • Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
  • Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications.

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