Senior Financial Advisor

7 days ago


Jamnagar, Gujarat, India beBeeWealthManager Full time ₹ 15,00,000
Job Title: Wealth Manager

Our team seeks a skilled Wealth Manager to join our ranks. As a key member, you will be responsible for managing high net worth clients and ensuring seamless service delivery.

About the Role:

This is an exciting opportunity for experienced professionals looking to take their careers to the next level. You will work closely with clients to understand their financial goals and develop customized solutions to meet their needs.

Responsibilities:
  • Client Acquisition and Management: Identify and acquire new clients, manage existing relationships, and ensure consistent growth.
  • Portfolio Analysis and Management: Conduct thorough analyses of client portfolios and provide recommendations for optimization.
  • Business Development: Develop and implement strategies to drive business growth, increase revenue, and expand market share.
Required Skills and Qualifications:
  • MBA / PGDBA / PGPM or equivalent degree in finance or a related field.
  • AMFI / NISM certification (mandatory) and IRDA certification (preferred).
Benefits:

As a valued member of our team, you can expect a competitive salary and benefits package, including opportunities for career advancement and professional growth.

How to Apply:

If you are a motivated and results-driven individual with a passion for wealth management, please submit your resume for consideration.


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