
Senior Wealth Management Trainer
4 days ago
High Net-Worth Individuals and institutions across India are seeking skilled professionals to serve their clients effectively.
Key Responsibilities:- Deliver comprehensive training sessions on wealth management products and solutions.
- Provide continuous support and guidance to new Relationship Managers.
- Monitor and follow up on RMs' progress.
- Assist RMs in preparing for industry certifications and compliance requirements.
- Teach RMs effective pitching techniques and client engagement strategies.
- Collaborate with management to track performance metrics.
The ideal candidate will have proven experience in wealth management, financial products or similar domain, strong understanding of HNI and institutional client needs, and excellent communication skills.
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Senior Manager
9 hours ago
Alwar, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Senior Manager Job DescriptionWe are seeking a skilled Senior Manager to join our Wealth Management team. As a key member of our team, you will be responsible for developing and providing solutions to clients based on their financial goals and requirements.The ideal candidate will have excellent communication and interpersonal skills, as well as strong...
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Senior Vice President of Wealth Management
1 hour ago
Alwar, Rajasthan, India Banking and NBFC job Full timeJob TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...
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Ultimate Wealth Management Professional
2 days ago
Alwar, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Lead Wealth Manager:">Our ideal candidate will excel in acquiring, managing and servicing ultra-high net worth individuals (UHNWIs) by offering a wide range of wealth management solutions. Key responsibilities include driving client acquisition, promoting investment products, building relationships with clients, developing sales strategies and executing them...
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Wealth Strategist
7 days ago
Alwar, Rajasthan, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000High Net-Worth Client Manager">We are seeking a dynamic professional to join our team as a High Net-Worth Client Manager. This role involves managing relationships with affluent clients and providing personalized wealth management services.">The successful candidate will have excellent communication skills, be able to understand client needs, and provide...
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Personalised Wealth Management Specialist
2 days ago
Alwar, Rajasthan, India beBeeInvestment Full time ₹ 14,40,000 - ₹ 21,60,000Job Title: Wealth StrategistWe're reimagining wealth management for India's emerging affluent, making sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.Founded by a team with deep experience across finance, product and technology we're backed by world-class investors.We're not here to follow the...
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Wealth Solutions Specialist
6 days ago
Alwar, Rajasthan, India beBeeBanking Full time ₹ 18,00,000 - ₹ 25,50,000About the OpportunityWe are seeking an accomplished Banking Specialist to take on this instrumental role. In this position, you will be responsible for acquiring High Net Worth Individual (HNI) and Ultra HNI clients and building long-term relationships with the bank.Responsibilities:Acquire new banking clients and grow existing relationships through wealth...
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Strategic Wealth Advisor
6 days ago
Alwar, Rajasthan, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,00,00,000Job 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...
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Senior Wealth Portfolio Strategist
2 days ago
Alwar, Rajasthan, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000**Wealth Management Leader**At our organization, we are seeking a seasoned Wealth Manager to lead our wealth management team.Develop and maintain long-term relationships with clients to understand their investment objectives and risk tolerance.Provide personalized investment advice and recommendations to clients based on their individual needs and...
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Senior Learning Management Professional
6 days ago
Alwar, Rajasthan, India beBeeManagement Full time ₹ 12,00,000 - ₹ 20,10,000We are seeking a Senior Manager to oversee the administration of our Learning Management System. The ideal candidate will have experience in managing user accounts, training trainers, and uploading digital content. About this role: Manage all activities on LMSTrain trainers on LMS toolUpload, organize, and maintain digital learning content The successful...
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Wealth and Retail Banking Financial Leader
9 hours ago
Alwar, Rajasthan, India beBeeLeadership Full time ₹ 40,00,000 - ₹ 50,00,000Job OverviewWe are seeking a seasoned financial leader to head our Wealth and Retail Banking operations in India. The ideal candidate will have a strong background in strategic planning, business analysis, and management.Main Responsibilities:Lead cross-functional activities, including strategy development, forecasting, and performance monitoring across...