Financial Strategist

24 hours ago

Lucknow, Uttar Pradesh, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000

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 aligned with their goals.

The ideal candidate will have a strong understanding of investment opportunities across mutual funds, equity, and wealth management products, as well as excellent communication and interpersonal skills to build and maintain strong relationships with clients.

  • Critical Responsibilities:
  • Acquire new HNI clients and convert qualified leads into managed portfolios
  • Advise clients on investment opportunities and monitor their portfolios for consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services
  • Build and maintain long-term relationships with clients

Required Skills and Qualifications:

  • Bachelor's or Master's degree in finance, commerce, economics, or related field
  • 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory
  • Proven track record of handling HNI clients and converting leads

What We Offer:

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual looking to make a meaningful impact in the financial industry, we encourage you to apply for this exciting opportunity.

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