Asset Strategist

13 hours ago


Vellore, Tamil Nadu, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

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.


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