Financial Advisor

2 days ago

Jaipur, Rajasthan, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 20,00,000

We are seeking highly motivated professionals to join our team as Client Relationship Specialists. This role involves building and maintaining strong relationships with high net worth clients, providing them with tailored wealth management solutions.

The ideal candidate will have a degree in Finance, Commerce or Economics, along with 2-3 years of experience in Wealth Management. They should possess excellent communication skills, be able to understand client needs and provide appropriate investment solutions.

The selected candidates will work closely with internal teams to deliver seamless wealth advisory services. They will also be responsible for converting qualified leads into managed portfolios, monitoring and reviewing client portfolios, and advising on investment opportunities.

To succeed in this role, you will need:

  • 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

In return, we offer a dynamic and supportive work environment, where you can grow your career and make a real impact on our clients' financial well-being.

Key Responsibilities:

  • 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

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