Senior Wealth Manager

10 hours ago


Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,70,000 - ₹ 2,80,000
Senior Wealth Manager Position

Job Summary:

We are seeking a highly skilled and motivated Senior Wealth Manager to join our organization. As a key member of our Private Banking division, you will be responsible for developing and maintaining relationships with high net worth individuals and overseeing the management of their financial portfolios.

Responsibilities:

  • Fostering and sustaining strong relationships with high net worth clients
  • Managing client portfolios to achieve growth and profitability objectives
  • IDentifying and pursuing new business opportunities
  • Providing exceptional customer service and support

Requirements:

  • Minimum 2 years of experience in wealth management or a related field
  • A strong understanding of financial markets and economic trends
  • Excellent communication and interpersonal skills
  • The ability to manage complex client requirements

Preferred Qualifications:

  • Wealth management experience
  • Insurance experience
  • Retail relationship management profile

Key Skills:

  • AMFI Certification
  • NCFM Certification (Optional)
  • CAIIB
  • IRDA
  • Sales and Influencing Skills
  • Banking Product & Process Knowledge
  • Relationship Management and Negotiation Skills
  • Planning and Organizing Skills
  • Communication
  • Knowledge of Competition & Current trends in financial Industry

This is a challenging and rewarding role that requires a strong work ethic, excellent communication skills, and a passion for delivering exceptional results.


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