Financial Strategist

5 hours ago


Erode, Tamil Nadu, India beBeeWealth Full time ₹ 12,00,000 - ₹ 25,00,000
High Net Worth Individuals (HNIs) seeking personalized investment strategies can leverage our expertise in wealth advisory services. We are a premier end-to-end wealth advisory firm dedicated to delivering measurable growth through client-first approach.

We're hiring for a dynamic professional who can engage with HNI clients and provide high-quality wealth management services.

The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

  • 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

Key Responsibilities include:

  • 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 include working at a green campus with tree-lined walkways, open courtyards, and quiet zones for deep focus. The ideal candidate should have strong communication and interpersonal skills, ability to understand client needs, and provide appropriate investment solutions.



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