Financial Services Professional

2 days ago


Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Role Overview

We are seeking a skilled professional to join our team as a Private Wealth Manager. This role is instrumental in acquiring high net worth clients and building long-term relationships with them.

The successful candidate will be responsible for selling investment and insurance products to private banking clients, generating fee income through their sales efforts.

  • Identify new business opportunities and expand existing client relationships.
  • Nurture and manage end-to-end customer relationships, fulfilling all their banking needs through wealth solutions.
Responsibilities

The ideal candidate will have a strong client base and a deep understanding of wealth management products. They should be able to work independently with an entrepreneurial mindset and possess excellent communication skills.

The following skills and qualifications are essential:

  • Strong networking and relationship-building skills.
  • In-depth knowledge of wealth management products, including AUM, AIF, and Mutual Funds.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer

We provide a competitive compensation package, comprehensive training, and opportunities for career growth and development.

This role is ideal for experienced professionals looking for a challenging and rewarding career in the financial services industry.



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