Senior Financial Advisor

4 days ago


Palakkad, Kerala, India beBeeWealth Full time ₹ 5,00,000 - ₹ 10,00,000

We are seeking an experienced Wealth Manager to join our team.

Job Responsibilities:
  • To acquire and maintain relationships with affluent clients, generating assets under management from preferred clients.
  • To advise clients on their investments and manage their overall financial portfolio, deepening wallet share from existing clients.
  • To track the affluent client segment in the market for new client acquisition.
Requirements:
  • 3-5 years of work experience preferably in private banking and wealth management.
  • Good vintage in present and previous companies (minimum tenure of 3-4 years of stability).
  • Handling and managing clients with a minimum investment amount of one crore and above.

This is a challenging role that requires the right candidate to have exceptional communication skills, financial acumen, and a proven track record of success in building and maintaining high-value relationships.

The successful candidate will be responsible for identifying new business opportunities, growing existing client relationships, and driving revenue growth through asset gathering and retention strategies.

The ideal candidate will have a strong understanding of the financial industry, excellent analytical and problem-solving skills, and the ability to work effectively in a fast-paced environment.

The company offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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