Senior Financial Consultant

4 days ago


Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 20,00,000
Role Overview

Wealth Managers play a pivotal role in business growth by acquiring, maintaining, and deepening relationships with affluent clients.

The ideal candidate will have a proven track record of success in client acquisition, relationship-building, and portfolio management.

Key Responsibilities
  • Acquire new affluent clients through strategic market tracking and relationship-building initiatives.
  • Maintain strong client relationships, generate assets under management (AUM), and advise on investments to manage financial portfolios.
  • Track the affluent client segment for new acquisition opportunities.
Qualifications and Experience
  • A minimum of 3-5 years of work experience in private banking or wealth management is preferred.
  • Good vintage in present and previous companies, with a minimum tenure of 3-4 years of stability.
  • Experience in handling clients with a minimum investment amount of Rs.1 Cr and above.


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