Senior Investment Advisor

2 days ago

Alleppey, Kerala, India beBeeWealth Full time ₹ 60,00,000 - ₹ 80,00,000

Unlock the Power of Your Wealth

Transforming 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 an experience that empowers our clients to make informed decisions about their wealth. If you're driven by a desire to help others grow their wealth, this opportunity might be perfect for you.

About the Role:

  • As a Wealth Manager, you'll be the face of our personalized wealth management platform, helping clients make smarter investment decisions while growing their wealth.
  • You'll be responsible for building trust with your clients, explaining complex market concepts in simple terms, and following through until deals are closed.

What You'll Do:

  1. Be the first point of contact for prospects, understanding their profile and onboarding them into Stack's personalized stock portfolios.

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