Wealth Manager

7 hours ago

Thrissur, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Private Wealth Professional Role

We are seeking a skilled Private Wealth professional to join our team. As a key member, you will play a vital role in building and maintaining strong relationships with high-net-worth individuals.

  • You will be responsible for understanding their financial goals and objectives, providing personalized financial advice and wealth management solutions tailored to their needs and risk appetite.
  • Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.

To excel in this role, you should have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS). Proven experience in building and managing relationships with high-net-worth individuals is essential.

Key Responsibilities:
  • Demonstrate expertise in wealth management products, including Mutual Funds (MFs), Equities, and alternative investment options.
  • Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Drive business growth by effectively cross-selling wealth management products and services to existing clients.
Requirements:

To be successful in this position, you should possess:

  • A strong understanding of wealth management products, including AIFs and PMS.
  • Proven experience in building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
Benefits:

This role offers:

  • An opportunity to work with a dynamic team.
  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities.
Why Join Us?

At [Company], we value our employees and offer a positive work environment. If you are looking for a challenging and rewarding career opportunity, please submit your application today.

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