High Net Worth Wealth Advisor

3 days ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 22,00,000 - ₹ 26,00,000

Position: We seek a skilled wealth advisor to manage and advise high net worth individuals.

About the Role:

The successful candidate will be responsible for acquiring, managing, and advising affluent clients with a minimum portfolio of 1 crore. Key responsibilities include client acquisition and business development, advisory and relationship management, and sales and portfolio growth.

  • Acquire, advise, and manage a portfolio of high net worth clients with a strong focus on client satisfaction and loyalty.
  • Leverage existing networks and relationships to expand the client base and increase revenue.
  • Conduct in-person meetings and virtual consultations to present wealth management solutions and build trust with clients.
  • Develop and execute business development initiatives including seminars, workshops, and networking events to attract new clients and retain existing ones.
  • Identify cross-selling opportunities across multiple asset classes and align them with clients' long-term financial goals.

Skills and Qualifications:

To succeed in this role, you will need:

  • Strong client acquisition and relationship management skills.
  • Excellent communication and negotiation skills.
  • Ability to analyze complex financial data and provide informed advice.
  • Knowledge of financial markets and investment products.
  • Ability to work independently and as part of a team.

Benefits:

This is an exciting opportunity to join a dynamic organization and contribute to its growth and success. The successful candidate will receive a competitive salary and benefits package, including:

  • A comprehensive training program to enhance your skills and knowledge.
  • Ongoing support and guidance from experienced colleagues.
  • The opportunity to work with a diverse range of clients and develop your expertise in wealth management.

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