Senior Investment Strategist

5 hours ago

Thoothukudi, Tamil Nadu, India beBeeWealthManager Full time ₹ 15,00,000 - ₹ 20,10,000

We are seeking a highly experienced and motivated Wealth Manager to provide customized investment, insurance, and wealth planning solutions to high-net-worth clients.

  • Understanding clients' financial goals and risk tolerance is crucial in delivering tailored advice.
  • You will conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • A close working relationship with internal product specialists (investment advisors, insurance experts, etc.) is essential in delivering comprehensive financial solutions.
  • Identifying new business opportunities through referrals, networking, and cross-selling is vital in achieving sales and revenue targets.
  • Staying updated on market trends, financial products, and regulatory changes is necessary to provide up-to-date advice to clients.
  • You must ensure compliance with regulatory and internal risk management policies at all times.
  • Presenting periodic performance reports to clients is an essential part of your role.
Key Responsibilities:
  • Building strong relationships with high-net-worth clients.
  • Providing customized investment, insurance, and wealth planning solutions.
  • Conducting regular portfolio reviews and recommending adjustments.
  • Working closely with internal product specialists to deliver comprehensive financial solutions.
  • Identifying new business opportunities through referrals, networking, and cross-selling.
  • Ensuring compliance with regulatory and internal risk management policies.
  • Presents periodic performance reports to clients.
Wealth Sales:

250 CR AUM only investment (MF/PMS/AIF)

About This Role:

This is a key member position within our sales force responsible for driving growth and revenue through strategic relationship-building and solution-driven service delivery.

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