Senior Financial Strategist

2 days ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,00,000
Job Overview


Client-centric approach with a focus on delivering tailored solutions.


To create effective financial plans, we delve deep into clients' financial needs and risk profiles.


Excellent networking skills are essential for building strong relationships.


Acquiring new business opportunities is a key aspect of this role.

Representing the organization while reflecting its values is paramount.

Required Candidate Profile

-3 to 4+ years of relevant experience in wealth management - RM/Financial Planning/Product

-Certified Financial Planner (CFP) or equivalent is mandatory

-Experience managing wealth for high-net-worth individuals

-In-depth knowledge of financial markets and products

-Relationship management skills are crucial



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