Chief Financial Advisor

3 days ago


Jodhpur, Rajasthan, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Description

The ideal candidate will have a strong background in finance and be able to develop and maintain relationships with high net worth individuals.

  • Acquire and manage clients to ensure seamless service delivery
  • Conduct client profiling to offer tailored financial solutions
  • Analyze and manage client portfolios for performance and profitability
  • Drive cross-selling and deepen relationships to enhance the share of wallet


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