- HNI UHNI Portfolio Management (acquiring, enhancing, deepening and retention).
- Generating revenue by promoting mutual funds (MF), PMS, AIFs Equity.
- Knowledge of equity-based products loans;
Unique Investment Specialist - Mumbai, Chandigarh - beBeeWealthManagement
Job title: Partners / Preferred Wealth RMs
Description
Job Title: Wealth Management Professional
As a Wealth Management Professional, you will be responsible for providing high net worth individuals and ultra-high net worth individuals with personalized portfolio management services. This includes acquiring new clients, enhancing existing relationships, deepening client connections, and retaining clients.