Financial Planner and Manager

4 days ago


Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Title:

A wealth management professional is sought to manage relationships with high net worth individuals.

Key Responsibilities:
  • Acquire and maintain high net worth clients through exceptional service delivery.
  • Conduct thorough client profiling to offer tailored financial solutions including debt, equity, mutual funds, structured products, and real estate.
  • Analyze and optimize client portfolios for improved performance and profitability.
  • Drive cross-selling efforts to deepen client relationships and increase share of wallet.
  • Support marketing strategies and acquisition initiatives targeting high net worth individuals.
Requirements:
  • Master's degree in business administration or equivalent.
  • Professional certifications in finance such as AMFI/NISM are mandatory, while IRDA certification is preferred.

As a wealth manager, you will play a critical role in building strong relationships with high net worth individuals. This includes providing exceptional service, conducting thorough client profiling, and offering tailored financial solutions.

The ideal candidate will possess a Master's degree in business administration or equivalent and hold professional certifications in finance such as AMFI/NISM. While IRDA certification is not mandatory, it is highly preferred.



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