Expert Financial Advisor

9 hours ago


Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 80,00,000 - ₹ 2,00,00,000

Job Role:

We are seeking an experienced Wealth Professional to join our team. The ideal candidate will possess a strong understanding of investment products and services, excellent communication skills, and the ability to analyze complex financial data.

Responsibilities:

  • Develop and maintain relationships with affluent clients to generate and manage their assets under management (AUM).
  • Collaborate with internal teams to enhance client experience and increase AUM.
  • Monitor market trends to identify opportunities for new client acquisition.
  • Manage client portfolios and provide regular updates on investment performance.
  • Acquire new Affluent & Super Affluent clients through market research and networking.

Key Qualifications:

  • 3-5 years of work experience in Private Banking or Wealth Management.
  • Proven track record of handling high-net-worth clients with investments exceeding Rs. 1 Cr.
  • Excellent vintage in current and previous companies, with a minimum tenure of 3-4 years.

Essential Skills:

  • Strong analytical and problem-solving skills.
  • Ability to communicate effectively with clients and internal stakeholders.
  • Proficiency in financial software and tools.


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