Private Financial Strategist

3 days ago

Agra, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Private Wealth Manager Opportunity

We are seeking an experienced Private Wealth Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.

Main Responsibilities:

  • Provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
  • Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

  • Relevant experience of 12 - 18 years
  • Strong understanding of wealth management products, including AIFs and PMS
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

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