Personal Wealth Strategist

7 days ago


Alleppey, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Description

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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.

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  • Key Responsibilities

    • Financial planning
    • Estate planning
    • Investment management
    • Maintaining client satisfaction through dedicated service
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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.

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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.

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Contact Us

Please submit your application to explore this opportunity further.

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