Senior Financial Strategist

1 week ago


Vadodara, Gujarat, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,00,00,000

We are seeking a seasoned financial expert to spearhead business growth in the high net worth market.

About the Role:
  • Provide strategic financial advice and implement tailored planning recommendations for affluent clients.
  • Stay abreast of market trends to ensure client plans remain responsive.
  • Grow assets under management through proactive investment strategies.
  • Achieve targets by acquiring new clients and generating revenue through diverse investment products.
  • Offer customized investment advice to clients based on their needs, risk profile, and house views on various products and asset classes.
  • Analyze key parameters of clients, including risk profile, asset allocation, investment horizon, and liquidity needs.
  • Develop portfolio proposals for clients through strategic allocation of funds across different asset classes.
  • Regularly review and monitor client AUM through timely buy/sell/hold calls triggered by preferred allocations.
Requirements:
  • Demonstrated expertise in managing relationships with high net worth individuals.
  • Exceptional communication skills with the ability to articulate complex financial concepts.
  • The capacity to think strategically and drive business growth.
  • High levels of integrity and professionalism.
  • A passionate, ambitious, and persevering individual with an entrepreneurial mindset.
  • Strong relationship management skills, collaborative approach, and team player qualities.


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