Senior Investment Advisor

6 days ago


Mangalore, Karnataka, India beBeeWealth Full time ₹ 8,00,000 - ₹ 10,00,000
Job Title

Wealth Management Professional


About the Role

This is an extraordinary opportunity for a self-driven individual with strong analytical skills and expertise in wealth management.


About the Position

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

You will have the opportunity to engage in multiple mini-projects across a variety of functional areas.

The position is designed to provide practical exposure to wealth management simulation.


Key Responsibilities
  • Wealth Management & Client Engagement
  • Critical Skills: Financial analysis, investment planning, risk management, and portfolio optimization.
  • Numerical Analysis: Data interpretation, statistical modeling, and market trends analysis.
  • Communication: Excellent written and verbal communication skills, ability to present complex ideas in simple terms.
  • Main Activities: Wealth management and client engagement.
  • Expected Results: Improve customer satisfaction ratings and increase revenue through effective wealth management strategies.
  • Tools and Software: Microsoft Excel, financial modeling software, and other relevant tools.
  • Educational Requirements: Bachelor's degree in finance or related field.
  • Languages: Proficiency in English language.
  • Work Experience: 1-2 years of experience in wealth management or related field.
  • Additional Information: This internship provides an excellent opportunity to learn from experienced professionals and develop skills in wealth management.


  • Mangalore, Karnataka, India beBeeInvestment Full time US$ 18,000

    Real Estate Private Equity AssociateWe are currently seeking a highly motivated and detail-oriented professional with around 3 years of experience in private equity, investment banking, or financial advisory. The ideal candidate will play a critical role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.Key...


  • Mangalore, Karnataka, India beBeeLegal Full time ₹ 7,20,000

    Job OpportunityThe ideal candidate should be proactive, detail-oriented, and able to independently manage a wide range of legal responsibilities. The role involves drafting and reviewing legal documents, preparing applications and filings, representing the company in proceedings, and closely coordinating with senior advocates and external legal advisors.This...


  • Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,54,57,200 - ₹ 2,03,05,150

    Job Title: Investment Management LeaderThis role is responsible for overseeing a team of professionals involved in alternative investment operations. Key responsibilities include developing and implementing operational strategies, managing financial reporting, sourcing vendors, and ensuring due diligence of external investment managers.About the Role:Lead a...


  • Mangalore, Karnataka, India beBeeIam Full time ₹ 20,70,000 - ₹ 24,27,000

    Job Title: Senior Technical AdvisorWe are seeking a highly skilled and experienced senior technical advisor to provide strategic input, solution design, and business alignment for Identity & Access Management (IAM) initiatives.This role demands deep technical expertise, strong business acumen, and exceptional communication skills. As a senior technical...


  • Mangalore, Karnataka, India beBeeWealthManagement Full time ₹ 10,00,000 - ₹ 15,00,000

    Financial Advisor PositionAs a Financial Advisor, you will be responsible for providing personalized advice and guidance to clients in order to help them achieve their financial goals.The ideal candidate will have strong numerical and analytical skills, as well as the ability to build and develop a portfolio of wealth management clients.Key...


  • Mangalore, Karnataka, India beBeeLegal Full time ₹ 1,00,00,000 - ₹ 1,40,00,000

    Job Title: Corporate Legal AdvisorJob Summary:We are seeking a skilled and experienced corporate legal advisor to join our team. The ideal candidate will have a strong understanding of commercial law and the ability to provide expert advice on a wide range of legal matters.Key Responsibilities:Provide comprehensive legal support to various agencies across...


  • Mangalore, Karnataka, India beBeeStrategicAdvisor Full time ₹ 6,00,000 - ₹ 12,00,000

    Unlock a Rewarding Career as a Strategic AdvisorEmbark on short-term or long-term projects to drive business growth and address complex challenges.Collaborate with senior leadership and key stakeholders to understand their objectives and requirements.Conduct thorough research, using interviews, surveys, and data analysis to gather valuable insights.Present...

  • Senior Tax Advisor

    4 days ago


    Mangalore, Karnataka, India beBeeTaxAdvisor Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Job Description",">As a key member of our team, you will be responsible for structuring and advising on deals from a tax perspective. This includes analyzing foreign exchange control, domestic tax law, Double Taxation Agreements (DTAAs), stamp duty, and other related laws.",">Drafting and reviewing deal documents such as term sheets, loan agreements, Share...


  • Mangalore, Karnataka, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 3,50,00,000

    Legal Leadership Team MemberWe are seeking a seasoned legal professional to join our leadership team as a member.The role involves working closely with the Group Chief Legal Officer (GCLO) in all aspects of legal affairs. This includes significant interaction with senior management, providing advice on various legal issues, managing outside counsels, and...


  • Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Investment Counsellor Job DescriptionThe Investment Counsellor plays a vital role in providing bespoke investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key...