Personal Wealth Manager

1 week ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 35,00,000 - ₹ 5,00,00,000
About the Role

We are seeking a skilled Private Banker to join our team. The successful candidate will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.

This is an exciting opportunity for a motivated individual to work closely with clients to understand their financial goals, provide tailored advice, and ensure the effective management of their wealth.

Qualifications
  • Financial Planning and Finance Skills
  • Experience in Investments and Asset Allocation
  • Expertise in Private Banking
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain long-term client relationships
  • Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications such as CFA or CFP are a plus
  • Experience in the financial services industry, particularly in wealth management, is highly desirable

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