Senior Wealth Management Professional

1 week ago

Kota, Rajasthan, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 85,00,000
Role Summary

Wealth management professionals require meticulous support to achieve long-term financial goals. This role offers tailored solutions to high-net-worth individuals and institutions.

Key Responsibilities:
  • Manage day-to-day operational activities, including account opening, onboarding, trade execution, client reporting, and compliance support.
  • Ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.
  • Support relationship managers with administrative tasks while maintaining confidentiality and discretion.
Requirements:
  • Proficiency in back office operations and ability to handle multiple tasks efficiently.
  • Strong communication skills and attention to detail.
  • Capable of working independently and collaboratively within a team.
  • Bachelor's degree required; knowledge of financial products, investment operations, and compliance would be preferred.
What We Offer

This is an opportunity to work with a dedicated team that provides wealth management solutions to high-net-worth individuals and institutions. Our team members enjoy a dynamic and supportive work environment.

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