High Net Worth Wealth Manager

5 days ago


Pune Mumbai, India beBeeInvestment Full time

Deliver customized wealth management solutions to high-net-worth individuals, fostering long-term relationships.

Pursue revenue growth by providing personalized financial services, conducting client meetings and ensuring retention.

Analyze market trends, optimize portfolios and recommend investments aligned with client goals.

Skill Requirements

AUM Growth: Drive asset under management expansion through effective cross-selling and product recommendations.

Wealth Offerings: Enhance the breadth of wealth management services with expert teams.

Compliance: Ensure regulatory adherence, maintain accurate records and provide timely updates.

Industry Knowledge: Stay informed on industry trends, products and regulations to make informed decisions.

Candidate Profile

Education: Any Graduate; relevant work experience preferred.



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