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Senior Financial Strategist

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Bellary, Karnataka, India beBeeWealth Full time ₹ 8,00,000 - ₹ 15,00,000

We are seeking a dynamic Wealth Advisory Professional to join our team. As a key member of our wealth management department, you will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNIs).

The ideal candidate will have a proven track record of handling complex financial situations and delivering high-quality wealth management services. You will work closely with internal teams to provide seamless advisory services and ensure that every client receives customized financial strategies aligned with their goals.

Key Responsibilities:

  • Engage with HNI clients to understand their financial needs and objectives
  • Develop and implement personalized investment strategies to achieve clients' goals
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver exceptional customer service
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients

Qualifications:

  • 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 complex financial situations and delivering high-quality wealth management services

Benefits:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

About Us:

We are a premier end-to-end wealth advisory firm dedicated to helping HNIs achieve their financial goals through personalized investment strategies. Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions. With a client-first approach, we focus on building long-term trust and delivering measurable growth.