Financial Strategist

3 days ago


Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

**Wealth Management Specialist**

As a seasoned Wealth Management Specialist, you will be responsible for building and maintaining strong relationships with high-net-worth clients. Your primary goal will be to provide customized investment, insurance, and wealth planning solutions that cater to their unique financial needs.

Key Responsibilities:
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client requirements.
  • Work closely with internal product specialists to deliver comprehensive financial solutions.
  • Proactively identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide expert advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.
Requirements:

To succeed in this role, you should possess excellent communication skills, a strong understanding of financial markets, and the ability to think critically.

You should also have a proven track record of success in sales and revenue generation.



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