Wealth Strategist

7 days ago


Alwar, Rajasthan, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

High Net-Worth Client Manager

">

We are seeking a dynamic professional to join our team as a High Net-Worth Client Manager. This role involves managing relationships with affluent clients and providing personalized wealth management services.

">

The successful candidate will have excellent communication skills, be able to understand client needs, and provide tailored investment solutions. In addition, they should have a proven track record of handling high net-worth clients and converting leads into managed portfolios.

">

Key responsibilities include building and maintaining strong relationships with HNI clients, advising them on investment opportunities, and monitoring their portfolios for consistent performance.

">

The ideal candidate will have a bachelor's or master's degree in finance, commerce, economics, or a related field, and a minimum of 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory.

">

If you have a passion for delivering exceptional client service and are looking for a challenging role that offers opportunities for growth and development, please submit your application.

">
  • Responsibilities:
  • Manage relationships with high net-worth clients and provide personalized wealth management services
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services


  • Alwar, Rajasthan, India beBeeInvestment Full time ₹ 14,40,000 - ₹ 21,60,000

    Job Title: Wealth StrategistWe're reimagining wealth management for India's emerging affluent, making sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.Founded by a team with deep experience across finance, product and technology we're backed by world-class investors.We're not here to follow the...


  • Alwar, Rajasthan, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Title: Portfolio StrategistWe are seeking a highly skilled Portfolio Strategist to join our Wealth Management team.About the Role:The Portfolio Strategist will play a key role in delivering bespoke investment and financial planning services to clients.Key Responsibilities:Conduct thorough assessments of clients' financial needs.Develop tailored...


  • Alwar, Rajasthan, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    **Wealth Management Leader**At our organization, we are seeking a seasoned Wealth Manager to lead our wealth management team.Develop and maintain long-term relationships with clients to understand their investment objectives and risk tolerance.Provide personalized investment advice and recommendations to clients based on their individual needs and...


  • Alwar, Rajasthan, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Wealth management is a high-stakes profession that requires financial experts to advise affluent individuals on investment strategies and manage their overall portfolios.Key Responsibilities:To cultivate relationships with affluent clients, securing their trust and loyalty through exceptional service.To analyze market trends and make informed investment...


  • Alwar, Rajasthan, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 2,00,00,000

    Financial Strategist RoleWe are seeking an exceptional Financial Strategist to leverage their expertise in asset management and investor relationships. This dynamic role involves connecting high net worth individuals with curated investment opportunities, promoting the company's alternate investment portfolio.Key Responsibilities:Investor Acquisition and...


  • Alwar, Rajasthan, India beBeeWealth Full time ₹ 10,00,000 - ₹ 20,00,000

    At deVere Group, we strive to make a difference in our clients' lives and financial wellbeing.We are seeking a Qualified Wealth Manager to join us on our journey of continued growth. You will have the opportunity to manage a vast and varied portfolio, as well as participate in a plethora of training and continual career advancements.Our CEO, Nigel Green,...


  • Alwar, Rajasthan, India beBeeFinancial Full time ₹ 25,00,000 - ₹ 50,00,000

    Strategic Financial ConsultantWe believe that a healthier body and mind enable individuals to tackle complex problems, leading to innovative solutions. A world with more capable brains can solve pressing issues, including existential threats, within a few decades.A wealthier culture will emerge from the combined surplus wealth and enhanced human...


  • Alwar, Rajasthan, India beBeeFundraising Full time ₹ 50,00,000 - ₹ 1,00,00,000

    About our organizationWe are a prestigious institution dedicated to the holistic development of individuals aimed at producing self-supporting and self-reliant members of society.Our comprehensive approach includes a strong emphasis on education, sports, and social welfare. We have grown to encompass 12 units and employ over 600 people across various...


  • Alwar, Rajasthan, India beBeeIntellectualPropertyManager Full time ₹ 30,00,000 - ₹ 35,00,000

    **Job Title:** Senior Manager IP**Job Description**We are partnering with a global leader to identify a seasoned professional in intellectual property. The position will report directly to the Head of Intellectual Property.Location: Hyderabad / MumbaiThis role involves working on a wide variety of intellectual property matters within the department,...