Financial Portfolio Specialist

13 hours ago


Lucknow, Uttar Pradesh, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

We are seeking an experienced Wealth Manager to join our team in a new capacity.

As a leading financial services company, we offer the opportunity to work with high net worth clients and develop their financial wellbeing through tailored wealth management strategies.

The successful candidate will be responsible for building strong relationships with clients, providing them with expert investment advice and guidance on managing their financial portfolios.

Key activities include:

  • Managing and supporting a portfolio of clients
  • Building continuous assets under management
  • Conducting in-depth reviews to identify client needs
  • Delivering needs-based solutions through effective communication

Required skills and qualifications include:

  • Certified Wealth Management or Financial Planning qualification
  • Pre-existing transferable client book of NRI and/or HNI
  • Strong numerical and analytical skills
  • Previous experience in managing high net worth clients is desirable but not essential

Benefits of working with us include:

  • Opportunity for further chartered qualifications relevant to the industry
  • Multitude of career opportunities and progression
  • Competitive commission bonus based on a transparent structure

Our company offers a dynamic and supportive work environment, with ongoing training and development opportunities to support your growth and success.



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