Senior Financial Strategist

20 hours ago


Allahabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Financial Strategist Job Description

Key Responsibilities:

  • To develop and maintain strong client relationships through exceptional communication, trust, and effective financial planning.
  • To provide expert advice on investment strategies, portfolio management, and wealth growth opportunities to clients.
  • To identify and pursue new business opportunities in the high net worth segment by leveraging industry connections and market insights.
  • To maintain accurate records of client interactions, transactions, and portfolio performance using data analytics tools.
  • Collaborate with internal teams to develop and implement strategic plans for client acquisition, retention, and revenue growth.

Requirements:

  • 3-5 years of experience in private banking or wealth management, preferably with a reputable firm.
  • Strong understanding of financial markets, investment products, and regulatory requirements.
  • Excellent analytical, problem-solving, and interpersonal skills.
  • Ability to work effectively in a team environment, adapt to changing priorities, and manage multiple projects simultaneously.

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