Senior Portfolio Strategist

1 day ago

Alwar, Rajasthan, India beBeeWealth Full time ₹ 10,00,000 - ₹ 20,00,000

At deVere Group, we strive to make a difference in our clients' lives and financial wellbeing.

We are seeking a Qualified Wealth Manager to join us on our journey of continued growth. You will have the opportunity to manage a vast and varied portfolio, as well as participate in a plethora of training and continual career advancements.

Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees' career aspirations.

As a Wealth Manager, you will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address their needs.

You will use a consultative process to gain as much information as possible about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services.

Key Activities

  • Build and develop a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management solutions.
  • Deliver needs-based solutions through effective communication and influencing.
  • Continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client's situation to pick the correct products and services for those client's needs.
  • Advise on a full range of products and services that can be offered, including lump sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, international pension planning, and fintech.
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
  • General administrative duties as required by the role.

Skills Required

  • Certified Wealth Management or Financial Planning qualification.
  • Pre-existing, transferable client book of NRI and/or HNI.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • Understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
  • Trustworthy, financially sound, professional team player with an instinct to deliver top quality service.
  • Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
  • Proven sales track record in private advisory wealth management to your own clients.
  • Ambition, hunger for success, and being driven by targets.

Company Benefits

  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Client and employee events.

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