Senior Wealth Strategist

4 days ago


Thāne, Maharashtra, India beBeeWealth Full time ₹ 80,00,000 - ₹ 2,50,00,000

We are seeking a skilled professional to manage the wealth of high net-worth individuals, retail clients, corporate houses, and financial institutions.

Key Responsibilities
  • Understand and address clients' financial needs and goals
  • Develop personalized wealth management strategies
  • Provide guidance on investment solutions
  • Conduct financial planning, estate planning, and investment management

Maintaining high client satisfaction through dedicated service is paramount in this role. Strong financial planning and estate planning skills, Certified Financial Planner (CFP) designation, and experience in client-focused roles and wealth management are essential for success.

Requirements
  • Financial Planning and Estate Planning skills
  • Certified Financial Planner (CFP) designation
  • Investment Management and Finance expertise
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Economics, Business, or a related field


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