
Senior Wealth Management Professional
1 day ago
We are seeking a seasoned Private Wealth Manager to provide bespoke financial advice and wealth management solutions to high-net-worth individuals.
The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), as well as excellent communication, presentation, and negotiation skills.
- To build and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives.
- To provide personalized financial advice and wealth management solutions tailored to meet client needs.
- To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
- To demonstrate expertise in wealth management products and educate clients on their features, benefits, and risks.
- To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
- To identify new business opportunities and generate leads through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
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Senior Wealth Manager
3 days ago
Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000Job Title: Experienced Wealth Management ProfessionalWe are seeking a seasoned leader to drive our wealth management team forward.The ideal candidate will have an impressive personal network, in-depth product knowledge, and a proven track record of building long-term client relationships while delivering consistent revenue and asset growth.Key...
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Senior Wealth Management Executive
2 days ago
Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 4,00,00,000Job Summary:As a seasoned wealth management professional, we seek an experienced and results-driven Senior Relationship Manager to spearhead our Wealth Management Solutions division.Key Responsibilities:• Client Acquisition & Relationship Management: Establish and nurture strategic relationships with high net worth individuals (HNIs) and family offices.•...
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Senior Wealth Strategist
5 days ago
Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Investment Manager OpportunityAt our fintech startup, we are reimagining wealth management for India's emerging affluent.We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial...
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Digital Wealth Expert
5 days ago
Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Title: Digital Wealth ExpertWe are seeking a highly skilled expert in wealth management to drive the successful implementation of our digital platform. The ideal candidate will leverage their deep domain knowledge in private banking and wealth management to ensure business requirements are accurately captured, regulatory compliance is maintained, and...
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Senior Wealth Manager Position
6 days ago
Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 24,00,000Financial Professional OpportunityThis is an exciting opportunity to work in a dynamic industry that is undergoing significant changes.A strong background in wealth management, investment, and insurance is required for this role.The ideal candidate will have expertise in analyzing financial data and developing strategies to meet client goals.We are looking...
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Wealth Partnership Specialist
1 week ago
Coimbatore, Tamil Nadu, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 17,50,000Client Relationship ExpertWe are seeking a highly skilled Client Relationship Expert to join our team and help us deliver exceptional wealth management services to High Net-Worth Individuals (HNIs).This is an excellent opportunity for professionals who can build strong relationships with HNI clients and provide tailored financial strategies aligned with...
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Wealth Management Assistant
1 week ago
Coimbatore, Tamil Nadu, India beBeeFinancial Full time ₹ 25,00,000 - ₹ 35,00,000Job TitleA Client Service Associate role at our firm offers an excellent opportunity to gain hands-on experience in client servicing and wealth management.About the RoleThis internship is designed to provide support with client onboarding, documentation processes, customer communication, and back-office coordination. As a detail-oriented individual, you will...
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Expert Wealth Strategist
1 week ago
Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000Private Banking ProfessionalWe are seeking a highly skilled Private Banking professional to join our team. This role is instrumental in acquiring high net worth clients and building strong relationships with them.This position involves selling investment and insurance products to private banking clients, with the goal of generating fee...
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Experienced Wealth Manager Wanted
7 days ago
Coimbatore, Tamil Nadu, India beBeeFinancial Full time ₹ 50,00,000 - ₹ 1,00,00,000About UsWe are a sustainable and rewarding company who strive to make a difference in our clients' lives and financial wellbeing.Our commitment is to deliver personalized, independent financial advice to each of our clients.Job OverviewWe are looking for experienced Wealth Managers who want to join us on our journey of continued growth.As a Wealth Manager...
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Wealth Management Career Opportunity
2 days ago
Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000Job OpportunityWe are seeking a motivated and self-driven individual to fill the role of Wealth Manager.This is an excellent opportunity for a student or recent graduate from any academic discipline to gain practical exposure to wealth management simulation, investment advisory, portfolio construction, and risk analysis.Key Responsibilities:Engage with...