High Net Worth Client Advisor

2 weeks ago

Mount Abu, Rajasthan, India beBeeWealth Full time ₹ 50,00,000 - ₹ 1,00,00,000
Private Wealth Manager Job Description">

About the Role:

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We are seeking a highly skilled and experienced Private Wealth Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with high-net-worth individuals, providing tailored financial advice and wealth management solutions based on client requirements.

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Key Responsibilities:

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  • Build and maintain strong relationships with clients to understand their financial needs and risk appetite.">
  • Provide personalized financial planning and wealth management services to meet client objectives.">
  • Conduct regular portfolio reviews and performance updates to ensure alignment with client goals.">
  • Develop and implement comprehensive investment strategies and plans for high-net-worth individuals.">
  • Educate clients on wealth management products and services, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).">
  • Recommend suitable investment products and services based on client preferences and risk profile.">
  • Identify new business opportunities through networking and referrals.">
  • Drive business growth by effectively cross-selling wealth management products and services.">
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Requirements:

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  • Minimum 12-18 years of relevant experience in wealth management or a related field.">
  • Strong understanding of wealth management products and services, including AIFs and PMS.">
  • Proven track record of building and managing relationships with high-net-worth individuals.">
  • 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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