High Net Worth Wealth Manager

3 hours ago

Jodhpur, Rajasthan, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000

Expert Relationship Builders Sought for High Net Worth Position

Affluent Wealth Management Opportunity

We are seeking a results-driven individual to join our team as an Affluent Wealth Manager. This is a challenging role that requires building strong relationships with high net worth individuals and providing personalized wealth management solutions.

Key Responsibilities:

  • BUILD TRUST WITH CLIENTS THROUGH EFFECTIVE COMMUNICATION AND RELATIONSHIP BUILDING
  • PROVIDE TAILOR-MADE WEALTH MANAGEMENT SOLUTIONS TO MEET CLIENT NEEDS
  • ACHIEVE SALES TARGETS AND OBJECTIVES BY IDENTIFYING NEW BUSINESS OPPORTUNITIES
  • PARTICIPATE IN MEDIA, COMMUNICATION, AND MARKETING ACTIVITIES TO PROMOTE BANK'S SERVICES
  • EDUCATE CLIENTS ON BANK'S PRODUCTS AND SERVICES TO DRIVE GROWTH

Requirements:

  • MINIMUM 2 YEARS OF EXPERIENCE IN WEALTH MANAGEMENT OR A RELATED FIELD
  • IN-DEPTH UNDERSTANDING OF FINANCIAL MARKETS AND ECONOMIC TRENDS
  • EXCELLENT COMMUNICATION AND INTERPERSONAL SKILLS TO BUILD STRONG RELATIONSHIPS
  • ABILITY TO MANAGE COMPLEX CLIENT REQUIREMENTS AND PROVIDE CUSTOMIZED SOLUTIONS
  • SUCCESSFUL TRACK RECORD IN SALES AND RELATIONSHIP BUILDING

Preferred Qualifications:

  • AMFI CERTIFICATION
  • NCFM CERTIFICATION (OPTIONAL)
  • CAIIB
  • IRDA
  • SOLID KNOWLEDGE OF SALES AND INFLUENCING SKILLS
  • BANKING PRODUCT AND PROCESS KNOWLEDGE
  • RELATIONSHIP MANAGEMENT AND NEGOTIATION SKILLS
  • PLANNING AND ORGANIZING SKILLS
  • EXCEPTIONAL COMMUNICATION SKILLS
  • KNOWLEDGE OF COMPETITION AND CURRENT TRENDS IN THE FINANCIAL INDUSTRY

Major Stakeholders:

  • CLIENTS
  • BRANCH BANKING TEAM
  • OPERATIONS
  • PRODUCT TEAM
  • TREASURY
  • HLIC
  • INSURANCE CAM
  • MF FUND HOUSES PERSONNEL
  • HSL PERSONNEL

Essential Skills:

  • DETAILED KNOWLEDGE OF CA, TRADE & FOREX, CMS, AND ASSET PRODUCTS - CC, OD, TL, EXPORT FINANCE

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