Wealth Advisor

3 days ago

Nashik, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000
Client Engagement Specialist

Job Description:

We are seeking a dynamic professional to engage with high net worth individuals and provide personalized wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives tailored financial strategies aligned with their goals.

Key Responsibilities:

  • Build and maintain strong relationships with clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services

Qualifications:

Client Engagement Specialist

  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
  • 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
  • Proven track record of handling HNI clients and converting leads

Requirements:

  • Strong communication and interpersonal skills
  • Ability to understand client needs and provide appropriate investment solutions

Benefits:

  • Opportunity to work with a premier wealth advisory firm
  • Competitive compensation package
  • Professional growth and development opportunities

How to Apply:

Interested candidates can submit their resumes and cover letters for consideration.

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