
Personal Wealth Strategist
7 days ago
Job Description
">Ingenetus offers a wealth management opportunity for an experienced professional. This is a chance to work with high net-worth individuals, retail clients, corporate houses, and financial institutions, providing investment solutions that cater to their unique needs.
The Private Wealth Manager will develop personalized strategies, offer guidance on investments, and ensure proactive risk management. The role requires strong financial planning and estate planning skills, as well as excellent interpersonal and communication skills.
">Key Responsibilities
- Financial planning
- Estate planning
- Investment management
- Maintaining client satisfaction through dedicated service
Qualifications
We are looking for a candidate with a Bachelor's degree in Finance, Economics, Business, or a related field. A Certified Financial Planner (CFP) designation is also preferred.
">About the Role
This is a full-time on-site position located in New Delhi. The successful candidate will be responsible for understanding and addressing clients' financial needs and goals.
">Contact Us
Please submit your application to explore this opportunity further.
">-
Senior Manager
3 days ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 1,44,00,000 - ₹ 2,16,00,000Head of Investment SolutionsWe are seeking a seasoned professional to lead our investment solutions team.To succeed in this role, you will need:Key ResponsibilitiesDrive the acquisition of high-net-worth clients and deliver tailored wealth management strategies.Promote and sell large portfolios, including alternative investment funds and other financial...
-
Brand Strategist
7 days ago
Alleppey, Kerala, India beBeeBrand Full time ₹ 80,00,000 - ₹ 1,20,00,000Senior Brand Strategist RoleWe are seeking an experienced Senior Brand Strategist to drive brand growth and engagement. This role involves direct interaction with clients, associates, and the industry to build brand awareness.Key Responsibilities:Generate sales through in-depth knowledge of brand heritage and products.Handle client feedback professionally...
-
Personal Branding Strategist
3 days ago
Alleppey, Kerala, India beBeeLinkedIn Full time ₹ 3,60,000 - ₹ 4,20,000Job DescriptionWe are seeking a highly skilled LinkedIn specialist to join our team in Jaipur. As a key member of our digital marketing team, you will be responsible for developing and executing personalized branding strategies for our clients.The ideal candidate will have at least 2 years of hands-on experience managing profiles, creating content, and...
-
Senior Investment Advisor
3 days ago
Alleppey, Kerala, India beBeeWealth Full time ₹ 60,00,000 - ₹ 80,00,000Unlock the Power of Your WealthTransforming how Indians build wealth is a mission that resonates with those who are passionate about making a difference. At Stack, we believe in creating a world where sophisticated investing strategies are accessible, transparent, and aligned with individual financial goals.We're not just building a platform - we're crafting...
-
Chief Financial Strategist
1 day ago
Alleppey, Kerala, India beBeeFinancialPlanning Full time ₹ 1,80,00,000 - ₹ 2,20,00,000Financial Planning Leader SoughtWe are looking for a seasoned finance expert to lead our team in Wealth & Retail Banking. The ideal candidate will have 12 years of post-qualification experience in Financial Planning & Analytics within the banking or financial services sector.Key Responsibilities:Lead end-to-end FP&A activities, including planning,...
-
Financial Operations Strategist
1 day ago
Alleppey, Kerala, India beBeeRiskManager Full time ₹ 1,80,00,000 - ₹ 2,40,00,000About UsWe believe everyone deserves more from their money. More visibility, control and freedom.Our mission is to deliver that.Our products help our customers achieve their financial goals every day.We're looking for people who love building great products, redefining success and turning complexity into simplicity.About the RoleOur Risk team sits at the...
-
Investment Portfolio Manager
3 days ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 17,25,000 - ₹ 24,12,500Job Title: Investment Portfolio ManagerWe are seeking an experienced wealth manager to lead our investment portfolio management team.Responsibilities:Client Relationship ManagementDevelop and maintain relationships with clients to understand their investment goals and risk tolerance, providing personalized investment advice and recommendations based on their...
-
Master Data Strategist
14 hours ago
Alleppey, Kerala, India beBeeData Full time US$ 2,00,000 - US$ 2,50,000Job Title: Snowflake Data ArchitectWe are seeking a highly skilled and experienced Snowflake expert with hands-on expertise in Matillion ETL and in-depth knowledge of the Banking, Financial Services domain.The ideal candidate will design, develop, and optimize scalable data pipelines, data models, and analytics solutions on Snowflake to meet regulatory and...
-
Strategic Technology Visionary
3 days ago
Alleppey, Kerala, India beBeeTechnology Full time ₹ 1,80,00,000 - ₹ 2,40,00,000Architect of Technological UniverseYou will be responsible for shaping the technological journey of a seed-stage startup from inception. This is a pioneering role where you will translate vision into architecture, designing, building, and scaling a secure, high-performance platform using Python/Go, React, AWS/GCP, and Kubernetes.This requires expertise in...
-
Relationship Manager-India
3 days ago
Alleppey, Kerala, India ShareSquare Full timeJob Title: Relationship Manager – Fractional Real Estate InvestmentsLocation: India (Remote/Hybrid Role)Industry: Real Estate, FintechReporting To: Sales Head About ShareSquareShareSquare is revolutionizing property investment by enabling fractional ownership in premium real estate assets based in Dubai. We empower investors across borders to...