Personal Financial Strategist

1 week ago

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

As a wealth manager, you will build and deepen relationships with high net worth individuals through understanding their financial situations, goals, risk appetite, and lifestyle needs.

Key Responsibilities:
  • Utilize your financial expertise to understand clients' risk appetite, short-term, and long-term goals.
  • Develop global asset allocation strategies and recommend opportunities across domestic and offshore markets.
  • Monitor and benchmark client portfolios for optimal performance.
  • Cordinate multiple teams to deliver seamless service experiences that meet clients' diverse investment and family office needs.
  • Strengthen client relationships by offering tailored solutions through in-house and external domain partners.
  • Grow assets under management, increase wallet share, and achieve growth in managed relationships.
  • Build individual financial independence.

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