Senior Wealth Manager

2 days ago

Rajahmundry, Andhra Pradesh, India beBeeWealthManager Full time ₹ 15,00,000 - ₹ 30,00,000

ICICI Direct is seeking a seasoned Financial Professional to join their wealth management team.

The ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth individuals, providing personalized financial advice and wealth management solutions.

Main Responsibilities:

  • Build trust and rapport with clients to understand their financial goals and objectives
  • Provide expert advice on various wealth management products
  • Regularly review client portfolios, analyze performance, and provide updates to ensure alignment with their financial objectives
  • Educate clients on the features, benefits, and risks associated with various wealth management products
  • Recommend investment strategies and products based on client risk profile, investment preferences, and financial goals

Requirements:

  • 12 - 18 years of relevant experience
  • Strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS)
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills

Why Choose ICICI Direct?

We offer a dynamic work environment, opportunities for professional growth, and a chance to make a meaningful impact in the lives of our clients.

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