High Net Worth Financial Specialist

1 week ago

Davangere, Karnataka, India beBeeWealth Full time ₹ 19,90,000 - ₹ 25,40,000
Job Opportunity

We are seeking a seasoned wealth management professional to join our team as a Private Wealth Manager. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.

  • Develop and implement personalized wealth management strategies to meet the unique needs and risk profiles of each client.
  • Conduct thorough portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • 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.
  • Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Maintain accurate records of client interactions and transactions in accordance with compliance standards.
Key Requirements

At least 12 years of relevant experience in wealth management.

  • Strong understanding of wealth management products, including AIFs and PMS.
  • Proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

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