Financial Strategist

1 week ago

Hubli, Karnataka, India beBeeClient Full time ₹ 15,75,000 - ₹ 21,50,000
Key Client Manager

We offer a transparent and objective-driven approach to financial success, focusing on wealth creation, risk management, tax planning, and estate planning.

  • Develop and manage high-value client relationships to enhance and acquire more assets under management.
  • Align asset growth with clients' financial strategies, reducing risks, costs, and taxes while enhancing desired returns and portfolio volatility.
  • Review and service portfolios to deliver exceptional client experiences.
  • Onboard new clients and develop strategic marketing plans to increase managed clients.
  • Stay up-to-date with industry knowledge and skills to better serve clients.
  • Maintain the highest standards of ethics in providing services and analysis.
  • Collaborate closely with product teams to deliver tailored advice.

Foster a culture of trust, collaboration, and excellence, empowering clients to make informed investment decisions globally.

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