Financial Expert

17 hours ago

Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

Senior Wealth Manager Position

We are seeking an experienced wealth manager to fill this role. The successful candidate will have a strong understanding of wealth management principles and be able to build lasting relationships with high-net-worth clients.

Key Responsibilities:
  • Establish and maintain long-term relationships with a portfolio of high-net-worth clients.
  • Understand clients' financial objectives and risk tolerance to provide tailored investment, insurance, and wealth planning solutions.
  • Regularly review clients' portfolios and make recommendations based on market conditions and client needs.
  • Collaborate closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
  • Identify new business opportunities through referrals, networking, and cross-selling.
  • Stay up-to-date on market trends, financial products, and regulatory changes to provide current advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Present periodic performance reports to clients.
  • Achieve sales targets as set by the business.

Requirements and Skills:

  • Strong understanding of wealth management principles.
  • Ability to build lasting relationships with clients.
  • Excellent communication and problem-solving skills.
  • Knowledge of investment, insurance, and wealth planning products.
  • Ability to stay up-to-date on market trends and regulatory changes.
  • Experience in a similar role is preferred but not required.

Benefits:

  • Competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • Opportunities for career advancement.

Other Information:

  • Must be willing to work in a fast-paced environment.
  • Must be able to travel occasionally.
  • Must be able to pass a background check.

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