Strategic Wealth Professional

1 week ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,20,00,000
Job Description">

Role Overview

Seeking a seasoned wealth management professional to assume the role of Wealth Manager. The ideal candidate will have at least 5 years of experience in wealth advisory services, preferably from a banking or financial services background.

The successful candidate will be responsible for acquiring new clients and nurturing existing relationships through personalized wealth advisory services.

Responsibilities will include monitoring market trends and providing tailored investment advice to clients.

Achieving targets based on acquisition and revenue generation through strategic investment products is also key to success in this position.

Identifying customer needs and assessing their risk tolerance will also be an essential aspect of the job.

  • Key Responsibilities:
  • Acquire new clients and grow existing relationships through wealth advisory services.
  • Monitor financial market trends and provide investment advice to clients.
  • Achieve targets based on acquisition and revenue generation through investment products.
  • Identify customer needs and assess their risk appetite.
Required Skills and Qualifications
  • Graduation or post-graduation in any discipline.
  • At least 5 years of experience in wealth management.
  • Domain knowledge of the wealth platform, market pulse, and investment products.
  • Proficiency in MS Office, MS Excel, AMFI, and IRDA (Certification).

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