Financial Planner and Strategist

2 weeks ago


Morādābād, Uttar Pradesh, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Strategic Wealth Manager Role

Our firm is revolutionizing wealth management by fostering a partnership between bankers and the firm to deliver client-centric solutions. This model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.

As part of our strategic asset management and financial advisory platform, we are dedicated to unbiased, transparent, and cost-effective client solutions.

Key Responsibilities:
  • Manage day-to-day financial planning, investment management, and asset allocation tasks
  • Work closely with clients to understand their financial goals, provide tailored advice, and ensure effective management of their wealth
  • Collaborate with other partners and utilize the firm's resources to optimize client solutions and enhance service delivery
Qualifications:
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain long-term client relationships
  • Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications such as CFA or CFP are a plus

Experience in the financial services industry, particularly in wealth management, is highly desirable.



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