Financial Wealth Strategist
22 hours ago
We are seeking a highly skilled and experienced Personal Financial Advisor to join our team. As a key member of our organization, you will play a crucial role in managing and growing relationships with affluent clients.
Key Responsibilities:- To identify and acquire new high net worth clients through strategic networking and business development initiatives.
- To provide personalized financial advice and investment strategies to existing clients, ensuring their financial goals are met and exceeded.
- To stay up-to-date on market trends and competitor activity, identifying opportunities for growth and expansion within the affluent client segment.
- A minimum of 3-5 years of experience in private banking or wealth management, preferably with a strong track record of success.
- Demonstrated expertise in handling complex financial portfolios and providing tailored investment solutions to high net worth individuals.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
In this exciting role, you will have the opportunity to make a real impact and help shape the future of our organization. If you are a motivated and ambitious individual with a passion for financial services, we encourage you to apply.
-
Kmbl Wealth
3 weeks ago
Pune, Maharashtra, India Acura solutions Full timeJob SummaryThe Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area This role ensures the achievement of revenue targets client acquisition and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines Key...
-
Financial Strategist
9 minutes ago
Pune, Maharashtra, India beBeeWealth Full time ₹ 20,00,000 - ₹ 25,00,000Role Description:This is a full-time on-site role responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.Developing and implementing financial plans tailored to clients' needsProviding estate planning guidance and adviceManaging...
-
Head of Acquisition
4 days ago
Pune, Maharashtra, India Cedrus Wealth Partners Full timeCompany DescriptionCedrus Wealth Partners, founded by Nilesh S. Bajaj in March 2007, is dedicated to wealth creation, risk management, and achieving financial goals for families, new entrepreneurs, and individuals. The company's mission is "Orchestrating Distinctive Wealth Management Proficiency," which sets it apart by providing holistic and unbiased...
-
Financial Strategist
6 hours ago
Pune, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,50,00,000At Shriram Wealth, we redefine Private Wealth for India's emerging High Net Worth Individuals (HNIs). A dynamic and result-oriented Market Lead/Senior Market Lead spearheads our business growth.Job DescriptionWe understand the financial needs and risk appetite of our clients and recommend suitable products from our array of financial products,...
-
Lead Wealth Strategist
1 hour ago
Pune, Maharashtra, India beBeeRelationship Full time ₹ 90,00,000 - ₹ 1,50,00,000Unlock Your Potential as a Relationship Manager We are seeking an exceptional individual to join our team as a Relationship Manager. This role requires you to establish and maintain strong relationships with high net worth clients, providing them with tailored financial solutions that meet their unique needs. ">Acquire and retain high value clients through...
-
Urgent Search) Head of Acquisition
2 days ago
Pune, Maharashtra, India Cedrus Wealth Partners Full timeCompany DescriptionCedrus Wealth Partners, founded by Nilesh S. Bajaj in March 2007, is dedicated to wealth creation, risk management, and achieving financial goals for families, new entrepreneurs, and individuals. The company's mission is "Orchestrating Distinctive Wealth Management Proficiency," which sets it apart by providing holistic and unbiased...
-
Head of Acquisition
2 weeks ago
Pune, Maharashtra, India Cedrus Wealth Partners Full timeCompany Description Cedrus Wealth Partners, founded by Nilesh S. Bajaj in March 2007, is dedicated to wealth creation, risk management, and achieving financial goals for families, new entrepreneurs, and individuals. The company's mission is "Orchestrating Distinctive Wealth Management Proficiency," which sets it apart by providing holistic and unbiased...
-
Head of Acquisition
24 hours ago
Pune, Maharashtra, India Cedrus Wealth Partners Full timeCompany DescriptionCedrus Wealth Partners, founded by Nilesh S. Bajaj in March 2007, is dedicated to wealth creation, risk management, and achieving financial goals for families, new entrepreneurs, and individuals. The company's mission is "Orchestrating Distinctive Wealth Management Proficiency," which sets it apart by providing holistic and unbiased...
-
Senior Financial Professional
5 days ago
Pune, Maharashtra, India beBeeOperational Full time ₹ 9,00,000 - ₹ 12,00,000Private Wealth Operations Associate JobWe are seeking a skilled Private Wealth Operations Associate to join our team. The ideal candidate will have a strong understanding of the financial industry and excellent analytical skills.This role will provide an opportunity for professional growth and development, with opportunities to work closely with senior...
-
Strategic Wealth Advisor
2 days ago
Pune, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000Financial Solutions ExpertWe are seeking a highly skilled Financial Solutions Expert to join our team.The role involves building strong, long-lasting relationships with clients and providing exceptional customer service. The Financial Solutions Expert collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and...
