Senior Financial Services Professional

13 hours ago

Lucknow, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 5,00,000 - ₹ 10,00,000
Job Opportunity:The Wealth Management Profession offers a dynamic and challenging environment where individuals can develop their skills in financial planning, portfolio management, and client relationship building.About the Role

The Wealth Manager will be responsible for developing and implementing strategies to grow existing client relationships and acquire new ones. This will involve analyzing market trends, identifying opportunities, and providing expert advice to clients on investment and financial planning decisions.

Key Responsibilities:
  • Manage a team of Relationship Managers and Senior Relationship Managers, providing guidance and support to ensure they meet performance targets.
  • Analyze and improve team performance, identifying areas for growth and development.
  • Create and manage client portfolios, ensuring that investments are aligned with clients' financial goals and risk tolerance.
  • Develop and implement sales strategies to grow revenue and expand the client base.
  • Stay up-to-date with market events and trends, providing expert insights and analysis to clients.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
Requirements
  • Convincing communication skills, analytical thinking, and interpersonal skills.
  • Able to work in a fast-paced environment, prioritizing tasks and meeting deadlines.
  • Ability to stay organized, managing multiple projects and priorities simultaneously.
  • Strong self-motivation, confidence, and extroverted personality traits.
  • Inclination towards finance, with knowledge of market trends and regulatory requirements.

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