Strategic Client Partner

1 week ago


Madurai, Tamil Nadu, India beBeeRelationship Full time ₹ 16,00,000 - ₹ 20,35,000

We simplify wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.

Our approach to financial success is transparent, specializing in wealth creation, risk management, tax planning, and estate planning. We have a culture of trust, collaboration, and excellence certified as a Great Place to Work.

The Role:

We develop and manage client relationships to enhance and acquire more Assets Under Management (AUM).

We align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.

We review and service portfolios to create a wow experience for clients.

We onboard new relationships and conduct marketing activities to increase the number of clients managed.

We learn new skills and knowledge to better serve clients.

We maintain full ethics in providing services and analysis.

We work closely with product teams for delivering specialized advice.



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