
Senior Wealth Strategist
1 week ago
We are seeking a seasoned Wealth Strategist to join our high-performing team. In this pivotal role, you will build and maintain strong relationships with High Net Worth Individuals (HNIs) and deliver personalized wealth management services that meet their evolving financial goals.
As a key member of our Relationships Department, you will be responsible for:
- Acquiring new HNI clients through targeted outreach and networking
- Converting qualified leads into managed portfolios that align with clients' unique objectives
- Providing expert investment advice on Mutual Funds, Equity, and Wealth Management products to ensure optimal portfolio performance
- Closely monitoring and reviewing client portfolios to identify areas for growth and improvement
- Collaborating with internal teams to deliver seamless and tailored wealth advisory services that exceed client expectations
To succeed in this role, you will require:
- A Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field
- 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory, with a proven track record of handling HNI clients and converting leads
Join us in shaping the future of wealth management and make a meaningful impact on the lives of our esteemed clients.
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Global Wealth Strategist
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Senior Private Wealth Advisor
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Senior Wealth Manager
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Senior Wealth Management Leader
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Senior Wealth Manager
3 days ago
Kurnool, Andhra Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Wealth Management OpportunityThis senior management position offers a chance to grow and develop wealth management strategies for clients.Develop and provide solutions to client needs based on their requirements.Conduct timely follow-up with leads, including tagging them in broadcasts and news articles.Increase the client base by meeting new clients,...
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Senior Marketing Strategist
3 days ago
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Senior Data Strategist
5 days ago
Kurnool, Andhra Pradesh, India beBeeAnalytics Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Overview:We are seeking an accomplished Senior Data Strategist to lead our analytics efforts. As a key member of our team, you will be responsible for developing and implementing advanced data solutions.About the Role:This is an opportunity to leverage your expertise in machine learning and deep learning techniques to drive business growth and improve...
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Chief Financial Strategist
3 days ago
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Senior Product Strategist
5 days ago
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Senior Business Strategist
3 days ago
Kurnool, Andhra Pradesh, India beBeeStrategist Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Title: Senior Business StrategistKey Responsibilities:Drive business growth by leveraging AI and machine learning capabilities.Partner with senior leadership to develop business strategies that incorporate AI and ML.Translate business problems into analytical problems and build solutions using AI and ML techniques.Develop and implement an approach to...