Private Wealth Specialist

17 hours ago


Vijayawada, Andhra Pradesh, India beBeeWealth Full time ₹ 18,00,000 - ₹ 25,00,000

About the Role:

Seeking a seasoned Wealth Manager to build and maintain strong client relationships, providing tailored financial advice and wealth management solutions.

Key Responsibilities:

  • Relationship Building: Develop lasting connections with high-net-worth individuals to understand their financial objectives.
  • Financial Advice: Offer personalized investment guidance and wealth management strategies based on clients' needs and risk tolerance.
  • Portfolio Reviews: Conduct regular portfolio assessments and performance updates to ensure alignment with clients' goals.
  • Wealth Management Expertise: Demonstrate in-depth knowledge of alternative investment funds (AIFs) and portfolio management services (PMS).
  • Clients Education: Educate clients on product features, benefits, and risks associated with various wealth management products.
  • Investment Strategies: Recommend suitable investment approaches and products based on clients' investment preferences and risk profile.
  • Business Growth: Identify new business opportunities and generate leads through networking and referrals.
  • Cross-Selling: Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • Risk Mitigation: Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Compliance: Maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements:

  • Relevant experience of 12 - 18 years
  • 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
  • Able to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications (e.g., AMFI, NISM) preferred


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