Financial Expertise Specialist

4 days ago

Pune, Maharashtra, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Private Wealth Manager

We are revolutionizing wealth management, fostering a partnership between bankers and the firm to deliver client-centric solutions. Our model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.

The Private Wealth Manager will oversee day-to-day financial planning, investment management, and asset allocation tasks. They will work closely with clients to understand their financial goals, provide tailored advice, and ensure effective wealth management.

  • Key skills include financial planning, finance, investments, asset allocation, private banking, analytical problem-solving, communication, and interpersonal skills.
  • A bachelor's degree in finance, economics, business, or a related field is required; relevant certifications such as CFA or CFP are highly desirable.
  • Experience in the financial services industry, particularly in wealth management, is essential.

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