Ambitious Financial Advisor Wanted

7 hours ago


Kollam, Kerala, India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,21,00,000
Senior Wealth Strategist

The Senior Wealth Strategist will play a pivotal role in fostering and maintaining strong, long-term relationships with high-net-worth clients. This individual will provide customized investment, insurance, and wealth planning solutions that cater to each client's unique financial goals and risk tolerance.

  • Key Responsibilities:
  • Foster and maintain long-term relationships with a portfolio of high-net-worth clients
  • Understand clients' financial objectives and risk tolerance to provide tailored solutions
  • Conduct regular portfolio reviews and make recommendations based on market conditions and client needs
  • Collaborate closely with internal product specialists to deliver comprehensive financial solutions
  • Identify new business opportunities through referrals, networking, and cross-selling
  • Stay up-to-date on market trends, financial products, and regulatory changes to provide informed advice
  • Ensure compliance with regulatory and internal risk management policies
  • Presentation of periodic performance reports to clients
  • Achievement of sales and revenue targets set by the business

The ideal candidate will possess excellent communication and interpersonal skills, be able to work independently, and have a deep understanding of the financial industry and its trends.



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