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Financial Services Professional

3 weeks ago


Kannur, Kerala, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Title: Wealth Manager

Our organization is looking for an experienced Wealth Manager to join our team. In this role, you will be responsible for acquiring and managing High Net Worth (HNW) clients, providing them with seamless service delivery.

Key Responsibilities:

  • Acquire new HNW clients through strategic marketing initiatives and relationships.
  • Conduct in-depth client profiling to offer customized Debt, Equity, Mutual Fund, Structured Product, and Real Estate solutions.
  • Manage and analyze client portfolios to ensure optimal performance and profitability.
  • Develop and implement cross-selling strategies to deepen client relationships and enhance share of wallet.
  • Support marketing plans and acquisition initiatives in the corporate/HNW space.

Qualifications and Skills:

  • Postgraduate degree in Business Administration or equivalent.
  • Proficiency in financial markets and wealth management principles.
  • Excellent communication and relationship-building skills.
  • Ability to work in a fast-paced environment and meet deadlines.

What We Offer:

  • A competitive salary package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

How to Apply:

Interested candidates can submit their resumes and cover letters for review.