Strategic Client Advocate

2 days ago


Vijayawada, Andhra Pradesh, India beBeeClient Full time ₹ 80,00,000 - ₹ 1,50,00,000

Our wealth creation services cater to High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals. We take a transparent, data-driven, and objective-based approach, focusing on wealth growth, risk management, tax optimization, and estate planning.

Key Responsibilities:
  • We develop and manage client relationships to enhance and increase Assets Under Management (AUM).
  • We align AUM with clients' financial objectives to minimize risk, reduce costs, and taxes while maximizing desired returns and portfolio volatility.
  • We review and service portfolios to deliver exceptional client experiences.
  • We onboard new relationships and expand our client base.
  • We conduct marketing activities to grow the number of clients we serve.
  • We continuously update our skills and knowledge to better serve our clients.
  • We maintain high ethical standards in providing services and analysis.
  • We collaborate closely with product teams for delivering specialized advice.


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