Senior Financial Strategist

20 hours ago


Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 2,50,00,000 - ₹ 3,00,00,000

About the Role:

The Private Wealth Manager position is a challenging and rewarding opportunity to build strong relationships with high-net-worth individuals and help them achieve their financial goals.

Key Responsibilities:

  • Develop and maintain deep relationships with clients, understanding their financial objectives and providing personalized advice and wealth management solutions.
  • Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial goals.
  • Educate clients on various wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • Recommend suitable investment strategies and products to clients based on their preferences and risk profile.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Cross-sell wealth management products and services to existing clients to drive business growth.
  • Maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements and Qualifications:

  • Relevant experience of 12 - 18 years in wealth management
  • Strong understanding of wealth management products, including 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 an advantage

We Offer:

A dynamic and supportive work environment, competitive compensation package, and opportunities for professional growth and development.



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