High Net Worth Financial Specialist

1 day ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

Investment Strategist

We are seeking a highly skilled and experienced Investment Strategist to join our team. As an Investment Strategist, you will be responsible for developing and implementing investment strategies that meet the needs of our clients.

About the Role:

  • You will be responsible for managing and acquiring wealth and retail customers.
  • You will provide financial investment advisory services to clients and achieve revenue targets.
  • You will advise clients on their product requirements to maximize their investments.
  • You will develop new relationships through referencing and other sources.
  • You will provide market feedback on new products, pricing, and competitor activity.

Requirements:

  • Experience in managing or acquiring wealth and retail customers.
  • MBA from a Tier 3 institute with at least 2 years' experience in mass affluent customers.

Benefits:

  • Ongoing training and development opportunities.
  • A competitive salary and benefits package.

About Us:

We are a leading financial services company dedicated to providing exceptional investment solutions to our clients. We are passionate about delivering outstanding results and building long-term relationships with our clients.

  • High Net Worth Manager

    21 hours ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 1,00,00,000

    Seeking a seasoned wealth management expert to drive success in this high-profile role. Key responsibilities include managing high net worth individuals and corporate clients with expertise, delivering exceptional service levels, and growing client relationships.Key Responsibilities:Upsell company's mutual fund products to retail/HNI clients based on...

  • Tax Expert for High Net Worth Individuals

    21 hours ago

    Bengaluru, Karnataka, India beBeeExpertise Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    At our firm, we foster a supportive environment where professionals thrive and grow.We empower clients with innovative solutions to address their accounting, tax, and business needs through strategic planning and execution.Ours is a team of expert tax specialists dedicated to ensuring accurate and timely tax reporting while minimizing or deferring taxes...

  • High Net Worth Tax Specialist

    2 days ago

    Bengaluru, Karnataka, India beBeeTax Full time

    Private Client Taxation PositionWe are seeking a skilled tax professional to join our team in providing high-quality services to high-net-worth families, closely held businesses, estates, trusts, and private foundations.The ideal candidate will have experience in business taxation, with a focus on U.S. tax returns and workpapers.Possess strong analytical and...

  • Financial Services Manager

    1 day ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,25,00,000

    Wealth management plays a pivotal role in helping high net worth individuals and institutional clients achieve their financial objectives.Key Responsibilities:To offer tailored investment solutions to retail and high net worth individual clients based on assigned portfolios.Achieve business milestones by upselling the company's products and enhancing client...

  • Strategic Financial Planner

    1 day ago

    Bengaluru, Karnataka, India beBeeParaplanning Full time AU$ 95,000 - AU$ 1,10,000

    Senior ParaplannerAs a seasoned paraplanner, you will play a pivotal role in the development of comprehensive financial strategies for high-net-worth clients. You will be responsible for crafting technically sound Statements of Advice (SoAs) and Records of Advice (RoAs), while also conducting detailed financial modelling, legislative research, and product...

  • Expert Financial Solutions Advisor

    2 days ago

    Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 19,80,000

    High net worth individuals and businesses require personalized financial solutions to grow their assets. Elite Relationship Managers play a key role in delivering tailored services, fostering long-term relationships, and driving business growth.Key Responsibilities:Sales Strategies: Develop effective sales strategies to identify new business opportunities...

  • Treasury Sales Specialist

    3 weeks ago

    Bengaluru, Karnataka, India Batlivala & Karani Group Full time

    Job DescriptionCompany DescriptionWith a legacy spanning over 140 years, B&K (Batlivala & Karani) is one of the oldest financial services groups in India. Our team of over 200 professionals specializes in Equity Capital Markets and Wealth Services, providing unmatched analysis of over 400 listed companies. B&K serves over 1000 Corporates, High Net Worth...

  • Private Wealth Manager

    1 day ago

    Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the RoleWe are seeking an experienced Private Financial Advisor to manage high net worth individual relationships, provide financial guidance and lead client engagements.

  • Private Wealth Management Specialist

    3 weeks ago

    Bengaluru, Karnataka, India Centricity WealthTech Full time

    Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

  • Private Wealth Management Specialist

    1 week ago

    Bengaluru, Karnataka, India Centricity WealthTech Full time

    Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...