Financial Services Manager

8 hours ago


Bikaner, Rajasthan, India beBeeWealth Full time ₹ 30,00,000 - ₹ 60,00,000

We are seeking a skilled professional to join our team as a Financial Services Manager. In this role, you will be responsible for building and maintaining relationships with high net worth clients, generating assets under management from preferred clients, and advising clients on their investments.

The ideal candidate will have 3-5 years of experience in private banking or wealth management, with a strong track record of handling complex financial portfolios.

Key responsibilities include:

  • Acquiring new affluent clients
  • Maintaining existing client relationships and deepening wallet share
  • Advising clients on investment strategies and managing their overall financial portfolios
  • Tracking the affluent client segment for new business opportunities

We offer a dynamic and challenging work environment, with opportunities for professional growth and development. If you are a motivated and experienced financial services manager looking for a new challenge, please submit your application.



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