Wealth Management Associate

1 day ago


Gandhinagar, Gujarat, India beBeeClient Full time ₹ 8,00,000 - ₹ 14,00,000

Key Position Overview

We are seeking a dedicated Client Service Associate to support our business objectives in Chennai. This role is ideal for individuals looking to gain hands-on experience in client servicing and wealth management.

Key Responsibilities
  • Provide exceptional customer service through effective communication and issue resolution
  • Assist with onboarding processes, documentation, and back-office coordination
  • Develop skills in financial platforms, Excel, and CRM tools
  • Collaborate with the team to achieve business goals

Requirements:

  • Strong communication and interpersonal skills
  • Basic understanding of financial concepts
  • Ability to multitask and adapt to changing priorities
  • Commitment to learning and growth in the financial services industry
  • Bachelor's degree in Finance, Business, or related field

This role offers an excellent opportunity for professional development and career advancement. High-performing candidates may be offered a full-time position upon successful completion of the internship.



  • Gandhinagar, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Private Banking OpportunitiesWe are seeking a seasoned Relationship Manager to join our team and drive growth in the Private Banking sector.The ideal candidate will have extensive experience in wealth management, with a proven track record of acquiring and retaining high-net-worth clients.Key Responsibilities:Develop and maintain relationships with existing...


  • Gandhinagar, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Wealth Management Career OpportunitySeeking experienced professionals to join our wealth management team. As a key player, you will be responsible for acquiring and retaining affluent clients, focusing on their investment needs and overall financial portfolios.Key Responsibilities:To advise high-net-worth clients on investment strategies, manage their...

  • Mumbai Wealth Roles

    2 weeks ago


    Gandhinagar, Gujarat, India Scope4job LLP Full time

    Role Description This is a full-time on-site role in Mumbai for Mumbai Wealth Roles at Scope4job LLP. The role involves day-to-day tasks such as managing client portfolios, providing financial advice, developing wealth management strategies, and conducting market research. The individual will also be responsible for client relationship management and...

  • Associate Director

    3 weeks ago


    Gandhinagar, Gujarat, India myGwork - LGBTQ+ Business Community Full time

    Job DescriptionThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary- The person will drive the solutioning and positioning of international wealth solutions from GIFT city for both affluent clients onshore...


  • Gandhinagar, Gujarat, India Standard Chartered Full time

    Job Summary The person will drive the solutioning and positioning of international wealth solutions from GIFT city for both affluent clients onshore and offshore The person will pitch relevant wealth solutions both inbound and outbound across Funds AIFs Insurance Fixed Income and Structured products Key Responsibilities Strategy The person will...


  • Gandhinagar, Gujarat, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job Opportunity: Private Wealth Manager">Job Description:We are seeking a Private Wealth Manager to join our team. As a key member, you will be responsible for delivering high-quality wealth management services to our clients.">Key Responsibilities:">Understand and address clients' financial needs and goals.Develop personalized wealth management...


  • Gandhinagar, Gujarat, India beBeePartnership Full time ₹ 45,00,000 - ₹ 60,00,000

    Job Title: Strategic Partnership ManagerCompany OverviewOur firm specializes in wealth management and insurance services. We are seeking a highly skilled Strategic Partnership Manager to join our team.Job Description:This is a full-time role based out of Pune. The Successful candidate will be responsible for generating leads, establishing contact with mutual...


  • Gandhinagar, Gujarat, India beBeeFinancial Full time ₹ 82,90,000 - ₹ 1,21,84,000

    At Ikashi Wealth, we are expanding our relationships department and seeking dynamic professionals who can engage with high net-worth individuals (HNIs) and provide high-quality wealth management services.The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies...


  • Gandhinagar, Gujarat, India beBeeCompliance Full time ₹ 2,04,00,000 - ₹ 2,54,50,000

    Lead Compliance OfficerAbout this role:This is a fantastic opportunity to take on a leadership position in compliance for a prominent financial services organization. Our ideal candidate will have extensive experience in managing compliance within the AIF/PMS/Fixed Income space, as well as expertise in SEBI regulations.Main Responsibilities:Collaborate with...

  • Finance Associate

    1 day ago


    Gandhinagar, Gujarat, India beBeeFinance Full time ₹ 6,00,000 - ₹ 8,00,000

    Job SummaryWe are seeking a detail-oriented Finance Associate to support our finance team with day-to-day accounting, administrative, and secretarial tasks.Main Responsibilities:Process financial data, maintain records, and reconcile bank statements.Manage accounts payable, process invoices, and ensure timely payments.Provide financial support for month-end...