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Asset Strategist

3 weeks ago

Solapur, Maharashtra, India beBeeAsset Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Asset Strategist

Acquiring and managing client relationships is a key responsibility of this role. Successful candidates will be able to generate assets under management from preferred clients and provide expert advice on investments and financial portfolios.

  • Develop and maintain strong relationships with high net worth individuals.
  • Grow assets under management by identifying and capitalizing on new business opportunities.
  • Offer tailored investment advice to clients based on their unique needs and goals.

The ideal candidate should possess 3-5 years of experience in wealth management or a related field, with a strong track record of delivering results in previous roles. They should also have the ability to manage complex client relationships and make informed investment decisions.