Wealth Strategist

2 days ago

Vadodara, Gujarat, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 80,00,000

Unlock Career Growth as a Wealth Strategist

We are seeking an experienced Wealth Strategist to join our team at Catenon India. As a key member of our wealth management vertical, you will be responsible for developing and managing client relationships to enhance and acquire Assets Under Management (AUM).

The ideal candidate will have a proven track record of managing high-net-worth client relationships and sales, with a minimum of 4 years of relevant experience in wealth management. You will align AUM according to clients' strategies while reducing risk, costs, and tax implications, enhancing desired returns, and managing portfolio volatility.

You will be responsible for ensuring client satisfaction in all engagements, new client acquisition, and driving business growth through strategic relationship management.

To succeed in this role, you will need to possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and other stakeholders.

We offer a dynamic work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a results-driven and customer-focused individual looking for a challenging opportunity, please apply now.

  • Develop and manage client relationships to enhance and acquire AUM
  • Align AUM according to clients' strategies while reducing risk, costs, and tax implications
  • Ensure client satisfaction in all engagements
  • New client acquisition

Requirements:

  • Minimum 4 years of relevant experience in wealth management
  • Demonstrated track record of managing high-net-worth client relationships and sales
  • Post Graduate/MBA or graduate from reputed institute
  • AMFI certification and knowledge of Mutual Funds would be an added advantage

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