Expert Financial Advisor

2 weeks ago

Belgaum, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Summary:

We are seeking a seasoned Financial Services Professional to join our esteemed organization. The ideal candidate will possess expertise in building and maintaining strong relationships with high-net-worth individuals, providing personalized financial advice, and wealth management solutions.

Key Responsibilities:

  • Develop and maintain robust client relationships by understanding their financial objectives and preferences.
  • Offer tailored financial advice and wealth management strategies based on clients' needs and risk tolerance.
  • Conduct regular portfolio reviews and performance updates to ensure alignment with clients' financial goals.
  • Exhibit in-depth knowledge of wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
  • Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Recommend suitable investment strategies and products based on clients' investment preferences and risk profile.
  • Identify new business opportunities and generate leads through professional networking and referrals.
  • Promote business growth by effectively cross-selling wealth management products and services to existing clients.
  • Conduct thorough due diligence on investment products and providers to mitigate potential risks.
  • Maintain accurate records of client interactions and transactions in accordance with regulatory compliance standards.

Requirements:

  • Minimum 12 - 18 years of experience in wealth management.
  • Deep understanding of wealth management products, including AIFs and PMS.
  • Proven track record of establishing and managing relationships with high-net-worth individuals.
  • Exceptional communication, presentation, and negotiation skills.
  • Ability to work independently and collaboratively as part of a dynamic team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) are advantageous.

  • Financial Expert Leader

    2 weeks ago

    Belgaum, Karnataka, India beBeeExpertise Full time ₹ 90,00,000 - ₹ 1,20,00,000

    We are seeking a seasoned financial expert to lead our corporate finance function for India and the US. As a trusted advisor, you will be responsible for defining the finance charter and strengthening the governance framework.Key ResponsibilitiesLead the month-end close process and annual audits, ensuring timely and accurate reporting of financial...

  • Automotive Service Advisor

    2 weeks ago

    Belgaum, Karnataka, India Electro The Premium Car Expert Full time

    Company DescriptionElectro – The Car Diagnose Experte is Kerala's leading German premium car workshop, specializing in diagnostics, repairs, and servicing of luxury vehicles like BMW, Mercedes, Porsche, and Mini Cooper. We are expanding our team to provide world-class service to our clients.Role DescriptionWe are looking for a customer-focused Service...

  • Senior Financial Manager

    2 weeks ago

    Belgaum, Karnataka, India beBeeAccountant Full time US$ 1,00,000 - US$ 1,20,000

    Job OverviewWe are seeking a dedicated and highly skilled accounting professional to join our dynamic team. The ideal candidate will have a strong background in financial management, with expertise in process optimization and financial accuracy.The successful candidate will be a key member of a small advisory group, providing expert guidance and...

  • Chief Financial Officer

    1 week ago

    Belgaum, Karnataka, India beBeeFinance Full time ₹ 16,00,000 - ₹ 18,00,000

    Financial Leadership OpportunityWe are seeking a seasoned finance expert to drive financial planning, strategy, and stakeholder engagement for our UK-based organization. This role requires expertise in financial management, business growth, and regulatory compliance.About the OrganizationOur client is a trusted Business Consulting firm specializing in...

  • Financial Management Expert

    1 week ago

    Belgaum, Karnataka, India beBeeAccountant Full time ₹ 12,00,000 - ₹ 24,00,000

    Job Title: Financial Management ExpertAbout the Role:The Financial Management Expert plays a pivotal role in maintaining accurate financial records and ensuring the financial health of the organisation.This position involves maintaining up-to-date financial records, recording daily financial transactions, generating invoices for clients and suppliers,...

  • Financial Expert Partner

    2 weeks ago

    Belgaum, Karnataka, India beBeePrivateWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Private Wealth ManagerOur team is revolutionizing wealth management by fostering a partnership between financial experts and clients to deliver personalized solutions. Our model ensures long-term engagement, providing superior economic outcomes for entrepreneurial partners.This role involves working closely with clients to understand their financial goals,...

  • Financial Advisor

    2 weeks ago

    Belgaum, Karnataka, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Financial Consultant Job DescriptionWe are seeking a skilled Financial Consultant with 0 to 2 years of experience to join our team.About the Role:This is a fantastic opportunity for a highly motivated and detail-oriented individual to work on various financial projects and contribute to the growth of the organization.The ideal candidate will have experience...

  • Senior IAM Expert Advisor

    1 week ago

    Belgaum, Karnataka, India beBeeIdentity Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job Title:Solutions Architect AdvisorRole Overview:We seek an experienced Solutions Architect Advisor with expertise in Identity & Access Management (IAM) to provide strategic input, solution design, and business alignment for IAM initiatives.Key Responsibilities:Act as a trusted advisor to clients, delivery teams, and internal stakeholders on IAM solutions...

  • Financial Expert

    2 weeks ago

    Belgaum, Karnataka, India beBeeAccountability Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Financial ExpertAbout Our Organization:We are committed to providing high-quality education to individuals, companies, and governments around the world.We collaborate with top-tier universities across the globe to offer short courses, degree programs, professional certificates, and senior executive programs that help individuals learn new skills...

  • Chief Financial Strategist

    2 weeks ago

    Belgaum, Karnataka, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 30,00,000

    Financial Management ExpertThis leadership position oversees all financial operations, including planning, budgeting, compliance, reporting, and internal controls. The role requires strong analytical skills and the ability to advise on strategies to optimize profitability and growth.The ideal candidate will have a solid understanding of financial management...