Financial Strategist

2 weeks ago


Guntur, Andhra Pradesh, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,50,00,000

Wealth management involves creating and implementing financial strategies to help high-net-worth clients achieve their goals.

Key Responsibilities:
  • Develop and manage client relationships to enhance and acquire assets under management (AUM).
  • Align AUM according to the client's strategy while reducing risk, costs, and tax implications. Enhance desired returns and manage volatility of the portfolio.
  • Ensure client satisfaction in all engagements.
  • New business development.
Requirements:
  • Minimum 4 years of relevant experience in wealth management.
  • Demonstrated track record of managing high-net-worth client relationships and sales.
  • Post Graduate/MBA or graduate from a reputable institution.
  • AMFI certification and knowledge of mutual funds would be an added advantage.

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