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Strategic Wealth Advisor

3 weeks ago

Alwar, Rajasthan, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,00,00,000
Job Description:

As a Private Wealth Manager, you will be responsible for developing personalized wealth management strategies and providing guidance on investment solutions to high net-worth individuals, retail clients, corporate houses, and financial institutions.

The role involves understanding and addressing clients' financial needs and goals, conducting financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.