Current jobs related to Financial Services Professional - Allahabad, Uttar Pradesh - beBeeWealthManagement

  • Financial Services Professional

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Join our financial services team as a Relationship Manager. This dynamic role will focus on building and maintaining client relationships to drive wealth creation and risk management.About the JobWe are seeking an experienced professional with exceptional relationship-building skills, business acumen, and a strong understanding of financial markets.The ideal...

  • Financial Services Assistant

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeFinance Full time ₹ 18,00,000 - ₹ 25,00,000

    Financial Services AssistantWe are seeking a skilled professional with expertise in finance to support our due diligence and M&A advisory services.The ideal candidate should have a strong background in accounting, financial analysis, or related field, with excellent written and spoken communication skills.Assisting in audit and financial planning...

  • Financial Professional

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeAccountant Full time ₹ 60,00,000 - ₹ 80,00,000

    Job Title: Financial ProfessionalWe are seeking a highly skilled and detail-oriented financial professional to join our team.The ideal candidate will have 3-5 years of experience in accounting, specifically within the manufacturing or food industry environment and a strong academic background.The successful candidate will be responsible for the day-to-day...

  • Financial Services Specialist

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeAccounting Full time ₹ 7,00,000 - ₹ 11,00,000

    Seeking an experienced professional to join a global team in accounting, advisory and technical services. The ideal candidate will have 1-3 years of experience, be computer literate with prior knowledge in US GAAP general accounting and financial statement review.About the RoleThe successful candidate will work on various auditing projects, provide reviews...

  • Expert Role in Financial Services

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 17,00,000

    Dear candidates,Our company is seeking a highly skilled professional to fill the role of Financial Expert.About the PositionThe successful candidate will be responsible for evaluating and rating financial products/services offered by UK-based institutions, providing valuable insights to customers making informed decisions.

  • Senior Financial Professional

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000

    Job Overview:We are seeking a seasoned financial professional to build and maintain strong relationships with high-net-worth clients. The ideal candidate will possess expertise in wealth management, excellent communication skills, and the ability to provide customized investment and insurance solutions.Key Responsibilities:Develop and implement comprehensive...

  • Financial Management Professional

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeFinancialManagement Full time ₹ 8,00,000 - ₹ 10,00,000

    Job Title: Financial Management ProfessionalWe are seeking an experienced Financial Management Professional to lead our financial operations.Candidates must have strong expertise in financial management, accounting, and handling large-scale projects.Minimum 8 years of relevant experience required.Post-qualification experience in Financial Management &...

  • Senior Financial Professional

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 10,00,000

    Job Opportunity: Financial Analyst Position"> We are seeking a meticulous and proactive financial professional to fill this key role. The successful candidate will be responsible for preparing comprehensive financial information, ensuring compliance with corporate processes and regulatory requirements. Key Responsibilities:Preparing complete sets of...

  • Senior Financial Professional

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 24,00,000

    Financial Expert RoleWe seek a seasoned financial expert to join our team. The ideal candidate will have expertise in accounting, tax advisory, and financial services.This is a unique opportunity to work with a leading provider of tailored solutions that mitigate risks while optimizing performance.The successful candidate will be responsible for aggregating,...

  • Senior Financial Consultant for Tax Services

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeTaxation Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Tax ProfessionalWork with our operations team to handle financial planning, accounting, taxation, and payroll for US businesses. This role requires a fresher CPA/CA or MBA with 1-2 years of experience in Taxation/Bookkeeping/Payroll.Key Responsibilities:Manage financial data, taxation, and payroll for US BusinessesCollaborate with internal...

Financial Services Professional

3 weeks ago

Allahabad, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 7,50,000 - ₹ 15,00,000
Expert Client Partner

We are seeking a seasoned Client Advisor to join our expanding team of professionals dedicated to delivering exceptional wealth management services to High Net-Worth Individuals (HNIs).

As an Expert Client Partner, you will be responsible for fostering long-term relationships with our valued clients, providing personalized financial strategies tailored to their goals, and ensuring seamless delivery of our comprehensive wealth solutions.

Key Responsibilities:

  • Build and maintain strong relationships with HNI clients through regular communication and tailored service offerings
  • Identify and convert qualified leads into managed portfolios, leveraging your expertise in wealth management and investment products
  • Advise clients on strategic investment opportunities across Mutual Funds, Equity, and Wealth Management products, aligning with their risk tolerance and financial objectives
  • Monitor and review client portfolios to ensure consistent performance and make data-driven recommendations for improvement
  • Collaborate closely with internal teams to deliver world-class wealth advisory services, exceeding client expectations

Qualifications:

  • Proven track record as a Senior Financial Advisor or equivalent experience in the wealth management industry
  • Minimum 2-3 years of experience in client relationship management, portfolio analysis, and investment strategy development
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts effectively to clients
  • Professional certification such as CFP or CAIA is highly desirable

Benefits:

Join our dynamic team and enjoy a stimulating work environment that fosters growth and innovation. We offer competitive compensation packages, ongoing professional development opportunities, and a collaborative culture that values teamwork and mutual support.

How to Apply:

If you are a motivated and results-driven individual with a passion for delivering exceptional client experiences, we encourage you to submit your application, including your resume and a cover letter outlining your qualifications and experience in wealth management.