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Senior Investment Professional

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Kozhikode, Kerala, India beBeeWealth Full time US$ 8,77,286 - US$ 11,61,075
Job Title: Wealth Manager

We are seeking a skilled Wealth Manager to join our team. This is an exciting opportunity for a results-driven individual who is passionate about delivering exceptional client service and achieving career growth.

About the Role:
  • This role will involve building strong relationships with high net worth clients, understanding their financial goals and providing personalized advice on wealth management strategies.
  • You will be responsible for managing client portfolios, identifying investment opportunities, and implementing tailored solutions to meet their needs.
  • In addition to your technical expertise, you will need excellent communication and interpersonal skills to work effectively with clients, colleagues, and other stakeholders.
Required Skills and Qualifications:
  • Certified Wealth Management or Financial Planning qualification
  • Pre-existing client book of NRI and/or HNI (high net worth individuals)
  • Service-focused with strong numerical and analytical skills, close attention to detail
  • Previous experience in managing high net worth clients is desirable but not essential
  • Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous
Benefits:
  • Opportunity for further chartered qualifications relevant to the industry
  • Multitude of career opportunities and progression
  • Competitive commission bonus based on a transparent structure
  • Individual and team training that supports your development

If you have the skills and passion to succeed as a Wealth Manager, we encourage you to apply today