Expert in High Net Worth Portfolio Management

2 days ago

Bikaner, Rajasthan, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Wealth Management Professional

We are seeking a seasoned expert to join our team as a Senior Manager in Wealth Management. This role requires a strong understanding of financial markets, excellent communication skills, and the ability to build relationships with clients.

  • Develop and provide tailored solutions to clients based on their requirements.
  • Conduct timely follow-up with leads and update them on market trends.
  • Increase client base by meeting new clients, taking referrals from existing investors, and building Asset Under Management (AUM).
  • Initiate portfolio reviews of existing investors in a timely manner.
  • Upsell and cross-sell products to existing investors and keep them updated on primary and secondary market trends.
  • Share regular updates with investors regarding schemes, research papers, etc.

Mandatory Requirements:

  • Excellent socializing and relation-building skills.
  • Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
  • A confident individual who can conduct themselves well in front of clients.
  • Ability to analyze client requirements based on their financial goals and possess strong logical and numerical abilities.
  • Ability to deal with stress and follow procedures, with good emotional stability and conscientiousness when achieving targets.
  • Identify opportunities for greater profit.
  • Familiarity with guidelines and compliance needs.

Desired Candidate Profile:

  • Minimum 7-12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
  • Possession of requisite certifications is an added advantage.
  • Exposure to all wealth instruments, including Insurance, FD, Mutual Fund, PMS, AIF, etc.
  • A proven track record of AUM generation.
  • AUM size minimum 30 cr.

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