Senior Wealth Strategist

2 days ago

Jaipur, Rajasthan, India beBeeWealthManager Full time ₹ 75,00,000 - ₹ 1,50,00,000

At the forefront of wealth management, we seek an experienced Wealth Manager to spearhead our high-net-worth clientele initiatives.

About the Role:
  • You will develop a deep understanding of clients' financial objectives and risk profiles to provide bespoke investment, insurance, and wealth planning solutions tailored to their unique needs.
  • Prioritize regular portfolio reviews and recommend strategic adjustments based on market conditions and client expectations.
  • Collaborate closely with internal product specialists to deliver comprehensive financial solutions that cater to clients' evolving requirements.
  • Proactively identify new business opportunities through referrals, professional networking, and targeted cross-selling initiatives.
  • Stay abreast of market trends, financial products, and regulatory developments to provide expert advice and guidance.
  • E nsure compliance with regulatory and internal risk management policies to maintain the highest standards of professionalism.
  • Prepare and present periodic performance reports to clients, highlighting key achievements and areas for growth.
  • Drive sales and revenue growth by meeting or exceeding business targets set by senior leadership.

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