Private Wealth Specialist

2 days ago


Kota, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Financial Expertise Opportunity

Highly skilled professionals are sought to provide personalized financial advice and wealth management solutions. The ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth individuals.

Key Responsibilities

  • Understand clients' financial goals and objectives through regular communication.
  • Develop and implement effective investment strategies tailored to individual client needs.
  • Conduct portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Drive business growth by effectively cross-selling wealth management products and services.

Requirements

  • 12-18 years of relevant experience in wealth management or a related field.
  • Strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.


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