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Wealth Management Strategist

2 weeks ago


Thāne, Maharashtra, India beBeeRelationship Full time ₹ 18,00,000 - ₹ 25,00,000
Unlock Your Potential as a Wealth Management Expert">

At Ikashi Wealth, we're dedicated to empowering High Net-Worth Individuals (HNIs) to achieve their financial goals through personalized investment strategies. Our team of experts offers comprehensive wealth advisory services, spanning Mutual Funds, Equity, Portfolio Management, and more.

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Join our expanding Relationships Department as a dynamic professional who can engage with HNI clients and provide high-quality wealth management services. This role involves client acquisition, portfolio advisory, and relationship management, ensuring every client receives customized financial strategies aligned with their goals.

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Key Responsibilities:

  • Build and maintain strong relationships with HNI clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services
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Qualifications:

  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
  • 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
  • Proven track record of handling HNI clients and converting leads
Benefits">

We offer a unique opportunity for growth and development in a collaborative and dynamic environment. As a Relationship Manager at Ikashi Wealth, you'll have access to ongoing training and education, enabling you to stay up-to-date with the latest industry trends and best practices.