Senior Financial Advisor

1 week ago


Alleppey, Kerala, India beBeePrivate Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Private Wealth ManagerWe are seeking an experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for providing tailored financial advice and services to high net worth individuals.The ideal candidate will have a strong background in finance and investments, with excellent communication and interpersonal skills. They will be able to build and maintain long-term relationships with clients and provide personalized service to meet their unique needs.The role involves working closely with clients to understand their financial goals and objectives, and developing customized investment strategies to help them achieve their goals. The Private Wealth Manager will also collaborate with other partners to optimize client solutions and enhance service delivery.Key Responsibilities:
  • Manage day-to-day financial planning and investment management tasks for high net worth clients.
  • Develop and implement customized investment strategies to meet the unique needs of each client.
  • Build and maintain long-term relationships with clients through exceptional service and communication.
  • Collaborate with other partners to optimize client solutions and enhance service delivery.
Requirements:
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Relevant certifications such as CFA or CFP.
  • Minimum 5 years experience in wealth management, preferably in private banking.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.


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