Wealth Manager

3 days ago

Chandigarh, Chandigarh, India beBeeRelationship Full time ₹ 15,60,000 - ₹ 21,45,000

About us

We are a leading private wealth management firm in India, offering data-backed financial strategies to high net worth individuals and ultra-high net worth individuals since 2002.

Our company culture fosters trust, collaboration, and excellence. With an international presence, we provide comprehensive wealth management services globally.

Key Responsibilities:

  • To develop and manage client relationships, enhancing and acquiring more assets under management (AUM).
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Review and service portfolios to create exceptional client experiences.
  • Onboard new relationships, including client acquisition.
  • Conduct marketing activities to increase the number of managed clients.
  • Cultivate knowledge and skills to better serve clients.
  • Maintain full ethics in providing services and analysis.
  • Collaborate closely with product teams for delivering specialized advice.

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