Financial Strategist

2 days ago

Gurgaon, Haryana, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,10,00,000

Wealth management specialists play a crucial role in helping high net worth individuals, family offices and professionals achieve their financial goals through strategic investments.

At our organization, we are seeking a dynamic and driven wealth management professional to join our team. The successful candidate will be responsible for driving investor acquisition, building relationships with potential clients and promoting alternate investment opportunities.

  • Identify and onboard potential investors, including angels, HNIs, UHNIs, family offices and professionals
  • Drive sales of curated investment opportunities in startups, venture funds and other alternate asset classes
  • Build and maintain long-term client relationships by understanding their investment goals and risk appetite
  • Collaborate with the investment team to present structured opportunities and conduct investor pitches

The ideal candidate will have a bachelor's degree in business, finance or a related field and 3-7 years of experience in wealth management, private banking or financial services. They will also possess strong sales and networking skills, excellent communication and presentation skills, and a self-motivated entrepreneurial mindset.

What We Offer
  • Opportunity to work at the intersection of startups, investing and wealth management
  • Access to curated alternate asset opportunities and deep exposure to the startup ecosystem
  • A collaborative growth-oriented culture with room to shape your role
  • Competitive compensation with performance-based incentives
Desired Skills & Qualifications
  • Bachelor's degree in Business, Finance, or related field (MBA preferred)
  • 3-7 years of experience in Wealth Management, Private Banking, Financial Services, or Alternate Investments
  • Strong sales and networking skills with a track record of achieving targets
  • Excellent communication, presentation, and relationship-building skills

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