Wealth Management Training Specialist

2 weeks ago

Jaipur, Rajasthan, India beBeeProductTrainer Full time ₹ 80,00,000 - ₹ 1,25,00,000
Job Description

We are seeking a skilled and experienced professional to join our team as a Product Trainer – Wealth Products. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.

  • Deliver in-depth training sessions to new Relationship Managers (RMs), enabling them to become profit centers quickly while ensuring they have the knowledge, tools, and certifications required to serve HNIs and institutional clients effectively.
  • Provide continuous support and guidance to RMs, helping them integrate smoothly into their roles and understand product offerings.
  • Monitor and follow up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.

The successful candidate will have prior experience in wealth management, financial products, or similar domains and possess strong communication, presentation, and interpersonal skills. They should also be able to simplify complex financial products and tailor messaging for diverse audiences.

Required Skills and Qualifications
  • Proven experience in wealth management, financial products, or similar domains.
  • Prior experience in training, coaching, or mentoring teams is highly desirable.
  • Strong understanding of HNI and institutional client needs and relationship-building strategies.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to simplify complex financial products and tailor messaging for diverse audiences.
  • Familiarity with certification requirements and compliance standards within the wealth management industry.
Benefits

The successful candidate will have the opportunity to work with a dynamic and committed team of professionals who are passionate about developing others. They will also have the chance to make a significant impact on the success of our customers and business partners.

Others

This role requires a self-motivated, result-oriented, and passionate individual who is dedicated to developing others. If you have a proven track record of success in wealth management and are looking for a challenging and rewarding role, we encourage you to apply.

  • International Wealth Manager Leader

    1 week ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 1,62,00,000 - ₹ 2,19,50,000

    Job TitleWe are seeking an experienced Director of Wealth Management to lead our wealth management division and drive the development and expansion of our global investment solutions.This is a high-profile role that requires a deep understanding of portfolio management, regulatory compliance, and investment advisory. The successful candidate will have a...

  • Senior Wealth Management Consultant

    2 weeks ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 15,99,570 - ₹ 21,19,320

    Job Title: Wealth Management Subject Matter ExpertWe are seeking an experienced professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer...

  • Career in Wealth Management

    2 weeks ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 20,00,000 - ₹ 30,00,000

    Build a career in wealth management and make a positive impact on clients' lives.Job DescriptionWe are seeking experienced wealth managers who can deliver personalized financial advice to high net worth clients. The ideal candidate will have strong numerical and analytical skills, with the ability to analyze global markets and client situations to select...

  • Senior Wealth Strategist

    1 week ago

    Jaipur, Rajasthan, India beBeeWealthManager Full time ₹ 75,00,000 - ₹ 1,50,00,000

    At the forefront of wealth management, we seek an experienced Wealth Manager to spearhead our high-net-worth clientele initiatives.About the Role:You will develop a deep understanding of clients' financial objectives and risk profiles to provide bespoke investment, insurance, and wealth planning solutions tailored to their unique needs.Prioritize regular...

  • Senior Wealth Management Specialist

    1 week ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job Overview:The role of a Senior Wealth Management Professional involves building and maintaining relationships with high net worth individuals and family offices.

  • Senior Manager/Chief Manager

    1 week ago

    Jaipur, Rajasthan, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job DescriptionThe Senior Manager/Chief Manager in Wealth Management is a key role that involves developing and providing solutions to clients based on their financial goals.Key responsibilities include:Developing and delivering personalized investment strategies for high net worth individuals.Conducting timely and regular follow-up with leads and...

  • Private Wealth

    2 weeks ago

    Jaipur, Rajasthan, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Financial Management Specialist

    6 days ago

    Jaipur, Rajasthan, India beBeeOperational Full time ₹ 6,00,000 - ₹ 12,00,000

    Finance Operations SpecialistWe provide tailored financial management services, focusing on wealth maximization and client satisfaction.Manage day-to-day operational activities in a wealth management firm, including account opening, onboarding, maintenance, trade execution, reconciliation, client reporting, and compliance support.Ensure accurate...

  • Wealth Strategist

    2 weeks ago

    Jaipur, Rajasthan, India beBeeInvesting Full time ₹ 30,00,000 - ₹ 80,00,000

    About Wealth ManagementWe're a fintech startup backed by Y Combinator, with the mission to reimagine wealth management for India's emerging affluent. We believe sophisticated investing strategies should be accessible and transparent, aligning with individual financial goals.Our team has deep experience across finance, product, and technology. We're backed by...

  • Wealth - Indirect Channel Specialist - Jaipur

    4 weeks ago

    Jaipur, Rajasthan, India Yubi Full time

    About the Job: The Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD's and managing & retaining such relationships by delivering the best standards of services. Roles & responsibilities: ● To acquire,...