Financial Strategist

1 week ago

new delhi, India beBeeWealth Full time

Our company seeks a Wealth Management Expert to build long-term relationships with high-net-worth individuals and provide tailored investment advice. The role involves delivering comprehensive financial solutions that align with each client's goals and risk appetite.As a key member of our team, you will be responsible for managing HNI client portfolios and providing goal-based investment solutions. Your strong understanding of financial planning, portfolio management, and investment products will enable you to develop personalized wealth strategies for clients.Key responsibilities include:Building and maintaining trusted, long-term relationships with HNI clientsUnderstanding client goals, financial situations, and risk tolerance to develop tailored wealth strategiesDeveloping personalized financial and investment plans covering asset allocation, retirement, tax, and estate planningRequired qualifications include 3+ years of relevant experience in Wealth Management or Private Banking, with a proven track record of managing HNI client portfolios and delivering goal-based investment solutions.A Bachelor's degree in Finance, Economics, Commerce, or related fields is essential. Preferred qualifications include an MBA, CFA, CFP, or CWM. Proficiency in financial planning tools, portfolio management software, and MS Office is also highly valued.As a fast-paced and entrepreneurial firm, we offer a dynamic work environment with opportunities for growth and development.

  • Financial Strategist

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    delhi, India beBeeFinancial Full time

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    New Delhi, India Kanerika Inc Full time

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    delhi, India beBeeCpa Full time

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    new delhi, India beBeeFinance Full time

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    delhi, India beBeeFinancial Full time

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