Financial Planner Specialist

2 days ago


Vellore, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Dynamic Wealth Strategist

We are seeking a high-performing wealth management specialist to drive investor acquisition and build long-term client relationships.

Key Responsibilities:

  • Investor Acquisition and Onboarding: Identify, connect, and onboard potential investors (high net worth individuals, family offices, and professionals) and drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
  • Customer Relationship Building: Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
  • Investment Opportunities Presentation: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
  • Industry Trends Update: Stay updated on trends in startups, venture capital, private markets, and alternate investments.

The ideal candidate will have strong networking skills, excellent communication skills, and a passion for wealth management and alternate investments.



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