Senior Wealth Manager

2 days ago

Mumbai, Maharashtra, India beBeeWealthManagement Full time ₹ 30,00,000 - ₹ 50,00,000
Job Description

We are seeking an accomplished wealth management professional to join our team in building and maintaining strong relationships with high-net-worth individuals.

The ideal candidate will be responsible for providing personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.

Key Responsibilities:

  • To understand the financial goals and objectives of high-net-worth individuals and provide tailored wealth management solutions.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
Required Skills and Qualifications

We are looking for a highly skilled and experienced professional who possesses the following qualifications:

  • A minimum of 12 - 18 years of relevant experience in wealth management.
  • Strong understanding of wealth management products, including AIFs and PMS.
  • Proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
Benefits

We offer a competitive compensation package that includes:

  • Relevant regulatory certifications (e.g., AMFI, NISM)

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