Senior Wealth Portfolio Strategist

3 days ago

Alwar, Rajasthan, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

**Wealth Management Leader**

At our organization, we are seeking a seasoned Wealth Manager to lead our wealth management team.

  • Develop and maintain long-term relationships with clients to understand their investment objectives and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Conduct market research and analysis to identify potential investment opportunities and risks.
  • Stay current with the latest market trends and news and provide regular updates to clients.
  • Identify and pursue new business opportunities to grow our client base.
  • Maintain a thorough understanding of our organization's products and services, and effectively communicate them to clients.
  • Collaborate with other departments to ensure that clients receive high-quality services.
  • Meet or exceed sales targets and key performance indicators (KPIs).

**Required Qualifications**

  • 10+ years of experience in wealth management.
  • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification preferred.

**Key Performance Indicators (KPIs)**

  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand client base by generating new business through referrals, networking, and other sales activities.
  • Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.
  • Meet or exceed profitability targets by balancing revenue growth with cost management.
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.
  • Stay up-to-date with the latest market trends and news to identify potential investment opportunities and risks.
  • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.
  • Increase operational efficiency by effectively utilizing tools and resources to manage clients' portfolios and generate reports.
  • Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
  • Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications.

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