
Asset Strategist
13 hours ago
We're seeking a skilled and dedicated professional to join our team as an Asset Strategist.
About the Role:- The primary responsibility will be to develop and maintain relationships with clients, focusing on growing assets under management (AUM).
- Align AUM with client financial strategies to minimize risk, costs, and taxes while maximizing desired returns and portfolio volatility.
- Ongoing review and servicing of portfolios to ensure exceptional client experiences.
- New relationship onboarding and acquiring new clients through proactive outreach.
- Maintenance of high ethics in providing services and analysis.
- Collaboration with product teams to deliver specialized advice and support.
Key Skills and Qualifications:
- Strong understanding of wealth creation, risk management, tax planning, and estate planning principles.
- Effective communication and interpersonal skills for building and maintaining strong client relationships.
- Able to work independently with minimal supervision.
- Strong analytical and problem-solving skills.
- Proficiency in technology and data analysis tools.
Benefits and Opportunities:
- Competitive compensation package and benefits.
- Opportunities for career growth and professional development.
- Collaborative and dynamic work environment.
Other Requirements:
- Bachelor's degree in Finance or related field.
- Minimum 5 years of experience in wealth management or a related field.
-
Digital Asset Trader
4 days ago
Vellore, Tamil Nadu, India beBeeTrading Full time ₹ 1,20,00,000 - ₹ 1,50,00,000Market Strategist">The role of a Market Strategist is to develop and implement effective market trading strategies that maximize profits while maintaining disciplined risk management. As a key member of the team, you will be responsible for identifying profitable opportunities in real-time, developing and deploying discretionary and systematic strategies,...
-
Financial Strategist
1 day ago
Vellore, Tamil Nadu, India beBeeFinance Full time ₹ 30,00,000 - ₹ 1,00,00,000Job Title:Financial Strategist\At Neo-Wealth and Asset Management, we are seeking a skilled Investment Analyst to join our team. The successful candidate will play a key role in analyzing investment opportunities, conducting due diligence, and presenting findings to the investment committee.\
-
Financial Strategist
1 day ago
Vellore, Tamil Nadu, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000Job Title: Financial StrategistMain Responsibilities:Sound knowledge of financial accounting principles.Experience with balance sheet reconciliation and preparation of financial reports.Effective management of fixed asset accounting processes.Strong analytical thinking and problem-solving skills.Understanding of financial statement analysis and...
-
Market Strategist
11 hours ago
Vellore, Tamil Nadu, India beBeeStrategy Full time ₹ 12,00,000 - ₹ 20,25,000As a skilled Market Strategist, you will be responsible for managing trades across various asset classes.Key Responsibilities:Develop and execute daily trading strategies using technical analysis and market researchMonitor live markets, economic data, and news events to identify trading opportunitiesApply strong risk management practices to minimize...
-
Global Wealth Strategist
18 hours ago
Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Title: Global Wealth Strategist">We are seeking a seasoned Global Wealth Strategist to drive the growth and expansion of our wealth management division.">This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as the ability to lead a team of relationship professionals.">Key...
-
Vellore, Tamil Nadu, India beBeeGrowth Full time ₹ 20,00,000 - ₹ 25,10,000Revenue Growth StrategistWe are seeking an experienced Revenue Growth Strategist to join our team. As a key member of our revenue management function, you will be responsible for driving revenue growth across our portfolio of upscale and boutique hotels.Key Responsibilities:Develop and implement dynamic pricing strategies to optimize revenueAnalyze market...
-
Visual Design Strategist
1 day ago
Vellore, Tamil Nadu, India beBeeDesigner Full time ₹ 18,00,000 - ₹ 25,00,000We are looking for a highly skilled and creative individual to join our team as a Visual Design Strategist. As a senior member of the design team, you will be responsible for conceptualizing and developing high-quality visual assets for various media channels, including print, digital, video, social media, email, outdoor, and interactive platforms.Key...
-
Financial Portfolio Manager
1 week ago
Vellore, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Seeking a seasoned Wealth Strategist to acquire affluent clients through tailored investment advice and relationship management. A key responsibility includes managing client relationships, generating assets under management from preferred clients, and advising on investments to optimize their financial portfolios.Key Qualifications:Minimum 3-5 years of...
-
Data Strategist
7 days ago
Vellore, Tamil Nadu, India beBeeAnalytics Full time ₹ 1,71,76,000 - ₹ 2,13,71,000Enterprise Data Solutions Architect">We are seeking a skilled Enterprise Data Solutions Architect to manage and oversee all activities that define client business data assets in alignment with the Client's Data & Analytics Strategy.">The role requires discovering and analyzing data and analytics requirements, applying logical and analytical thinking to...
-
Senior Content Development Professional
1 day ago
Vellore, Tamil Nadu, India beBeeContent Full time ₹ 8,00,000 - ₹ 12,12,500Content Strategy ManagerWe are seeking a highly skilled Content Strategist to develop and implement a cohesive content plan across digital platforms.The ideal candidate will have a strong background in content creation, editing, and proofreading, with a focus on high-quality content for websites, blogs, and marketing materials.The successful candidate will...