Senior Wealth Strategist

4 days ago

Pune, Maharashtra, India beBeeFinancial Full time ₹ 48,00,000 - ₹ 1,08,00,000
High Net Worth Financial Advisor Job Description
Role Summary:

As a high net worth financial advisor, you will provide expert guidance and advice to individuals with substantial wealth. This role involves analyzing financial markets, creating tailored plans for clients, and implementing strategies to grow their assets.


Key Responsibilities:
  • Develop and implement personalized financial plans for high net worth clients, considering their unique goals, risk tolerance, and financial situation.
  • Monitor market trends and economic indicators to stay up-to-date on the latest financial developments and adjust client plans accordingly.
  • Collaborate with clients to understand their objectives and develop customized investment strategies that align with their values and aspirations.
  • Build and maintain strong relationships with clients through effective communication, trust, and exceptional service.

  • Senior Wealth Strategist

    4 days ago

    Pune, Maharashtra, India beBeeWealthManager Full time ₹ 1,00,00,000 - ₹ 5,00,00,000

    Key Responsibilities:Build and maintain relationships with high net worth individuals (HNIs) and family offices to drive business growth through client acquisition and relationship management.Develop expertise in wealth products, structured investments, and alternative asset classes to provide advisory services to HNIs and family offices.Identify...

  • Wealth Advisor

    7 days ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 17,50,000

    Financial Acquisition SpecialistA highly motivated Financial Acquisition Specialist with 1-3 years of experience in lead generation from High Net-Worth Individuals (HNIs) is sought after to build a qualified pipeline of investors for the Real Estate Fund.Main ResponsibilitiesGenerate leads through calls, emails, networking, and referrals.Identify and reach...

  • Senior Planning Strategist

    15 hours ago

    Pune, Maharashtra, India beBeeFinancialPlanning Full time ₹ 9,00,000 - ₹ 12,00,000

    Senior Planning StrategistAchieve operational excellence by driving financial visibility and strategic decision-making.About the RoleThe Senior Planning Strategist will lead budgeting, forecasting, and long-term financial planning processes in collaboration with business units. This key role will drive financial performance tracking and provide actionable...

  • Senior AI Strategist

    2 days ago

    Pune, Maharashtra, India beBeeArtificial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    We are seeking a Senior AI Strategist to spearhead our organization's transformation into an AI-driven entity.Job Title: Senior AI StrategistThe ideal candidate will be responsible for developing and executing our AI vision, re-architecting existing systems to incorporate AI-native services, and mentoring teams on the integration of tools like prompt...

  • Senior Strategist

    2 weeks ago

    Pune, Maharashtra, India beBeeStrategist Full time ₹ 25,00,000 - ₹ 30,00,000

    Job Overview:The role of Senior Strategist encompasses responsibility for spearheading high-priority client engagements as a visionary leader.

  • Senior Wealth Development Manager

    4 days ago

    Pune, Maharashtra, India beBeeWealth Full time ₹ 40,00,000 - ₹ 50,00,000

    Job Title:Wealth Development SpecialistAbout the Role:We seek a seasoned professional to provide high-net-worth clients with customized investment, insurance, and wealth planning solutions.The ideal candidate will be responsible for building strong relationships with clients, understanding their financial goals and risk tolerance, and delivering tailored...

  • Senior Brand Strategist

    2 weeks ago

    Pune, Maharashtra, India beBeeCreativeStrategist Full time ₹ 10,00,000 - ₹ 20,00,000

    Job Title: Senior Creative StrategistWe are seeking a highly skilled and experienced Senior Creative Strategist to join our team. In this role, you will be responsible for developing and executing creative strategies that drive business results.Develop and execute creative strategies across multiple brands and industries.Work closely with the New Business...

  • Senior Portfolio Strategist

    3 days ago

    Pune, Maharashtra, India beBeeCollections Full time ₹ 15,00,000 - ₹ 20,00,000

    Senior Portfolio StrategistThis role involves developing and executing data-driven strategies to optimize collections performance across portfolios.

  • Senior Innovation Strategist

    1 week ago

    Pune, Maharashtra, India beBeeinnovation Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Unlock Your Potential as a Senior Innovation StrategistWe are seeking a highly skilled and experienced Senior Fellow, Innovation to join our team. As a key member of our innovation unit, you will play a crucial role in driving cutting-edge solutions that transform lives.

  • Client Relationship Manager

    1 week ago

    Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 24,00,000 - ₹ 48,00,000 per year

    Job descriptionJob Opening for PUNE Location Only:We are Hiring Client Relationship Manager to work for Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and...