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Experienced Private Wealth Strategist Wanted

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Kanpur, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are currently seeking an experienced and skilled Private Wealth Strategist. The ideal candidate will be responsible for understanding and addressing clients' complex financial needs, developing tailored wealth management solutions, and providing expert guidance on investment strategies.

Main Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans that meet clients' unique goals and objectives
  • Estate Planning: Provide in-depth advice on estate planning, including wills, trusts, and probate procedures
  • Investment Management: Oversee client portfolios, making strategic investment decisions to achieve their financial objectives
  • Client Service: Deliver exceptional service to clients, ensuring their satisfaction and loyalty
Key Requirements:
  • Holds a Certified Financial Planner (CFP) designation or equivalent qualification
  • Demonstrates strong knowledge of investment products and services
  • Possesses excellent communication and interpersonal skills
  • Can work independently as well as part of a team
  • Holds a Bachelor's degree in Finance, Economics, Business, or a related field

This role offers a collaborative and dynamic work environment where you can grow and develop your career. If you have a passion for delivering exceptional client service and managing complex financial situations, we encourage you to apply.