Senior Investment Advisor

3 days ago


Malappuram, Kerala, India beBeeWealthManager Full time ₹ 15,00,000 - ₹ 30,00,000
Job Description

A Wealth Manager is responsible for acquiring and maintaining relationships with affluent clients to grow their assets under management.

The ideal candidate will advise clients on investment strategies and manage their overall financial portfolios, staying up-to-date with market trends to identify new business opportunities and deepen client relationships.

Key Responsibilities:
  • Acquire and maintain relationships with high net worth clients.
  • Advise clients on investment strategies and portfolio management.
  • Track market trends to identify new business opportunities.
Requirements:
  • 3-5 years of experience in wealth management or a related field.
  • Proven track record of managing high net worth clients with minimum investments of Rs. 1 Cr and above.
  • Excellent communication and relationship-building skills.

A successful Wealth Manager must possess excellent analytical, problem-solving, and interpersonal skills, with the ability to work effectively in a fast-paced environment and meet challenging targets.



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