Senior Financial Strategist

14 hours ago

Udaipur, Rajasthan, India beBeeWealth Full time ₹ 4,00,00,000 - ₹ 6,50,00,000
Strategic Wealth Manager

A highly skilled and experienced wealth manager is required to oversee a portfolio of high-net-worth clients, offering personalized investment advisory and wealth management solutions.

This individual role requires a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities
  • Client Acquisition & Relationship Management:
    • Acquire, nurture, and grow relationships with high-net-worth clients, family offices, and senior professionals.
    • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
    • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
  • Wealth Advisory & Solutions:
    • Advise clients on a wide range of investment products including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
    • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
    • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
  • Business Growth & Revenue Generation:
    • Achieve assets under management (AUM) and revenue targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the company's wealth management and third-party product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management:
    • Ensure strict adherence to relevant regulations.
    • Maintain transparent, ethical, and client-centric practices.
    • Minimize operational and investment risks by adhering to company policies and compliance standards.

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