Expert Financial Strategist

9 hours ago

Vellore, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

Wealth Management Opportunities

High-net-worth individuals require personalized financial advice to achieve their financial goals. We are seeking a seasoned Private Wealth Manager to build and maintain relationships with these clients, understanding their needs and risk appetite.

  • You will provide expert wealth management solutions tailored to individual client requirements.
  • You will conduct regular portfolio reviews and performance updates to ensure alignment with client objectives.
  • You will be knowledgeable in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
  • You will educate clients on product features, benefits, and risks.
  • You will recommend suitable investment strategies and products based on client preferences and risk profile.
  • You will identify new business opportunities through networking and referrals.
  • You will drive business growth by effectively cross-selling wealth management products and services.
  • You will perform thorough due diligence on investment products and providers to mitigate risks.
  • You will maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

  • A minimum of 12 years of relevant experience.
  • Strong knowledge of wealth management products, including AIFs and PMS.
  • A proven track record of building and managing high-net-worth relationships.
  • Excellent communication, presentation, and negotiation skills.
  • The ability to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) are advantageous.

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