
Personalized Wealth Strategist
7 days ago
We are seeking a highly skilled and experienced Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of clients, providing personalized financial advice and services to help them achieve their financial goals.
Key Responsibilities:- Build and maintain relationships with high net worth clients to understand their financial needs and provide tailored solutions.
- Develop and implement investment strategies that align with client goals and risk tolerance.
- Provide ongoing monitoring and review of client portfolios to ensure they remain aligned with client objectives.
- Collaborate with internal teams to identify opportunities for growth and development within existing client relationships.
- Chartered Financial Planner (CFP) or equivalent certification.
- Proven track record of delivering exceptional client service and building strong relationships.
- Strong knowledge of financial markets, products, and regulatory requirements.
- Excellent communication and interpersonal skills.
- Opportunity to work with a dynamic and growing organization.
- Competitive salary and bonus structure.
- Ongoing training and professional development opportunities.
- Collaborative and supportive team environment.
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Senior Wealth Strategist
5 days ago
Madurai, Tamil Nadu, India beBeeInvestor Full time ₹ 60,00,000 - ₹ 1,20,00,000About this OpportunityOur organization seeks a driven Wealth Strategist to generate leads from High Net-Worth Individuals (HNIs) for our Real Estate Fund. This role focuses on building a pipeline of qualified investors through prospecting and lead generation.Key ResponsibilitiesProspecting & Lead GenerationIdentify and engage HNI clients interested in real...
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Personal Wealth Advisor
1 week ago
Madurai, Tamil Nadu, India beBeePrivateWealthManager Full time ₹ 30,00,000 - ₹ 50,00,000About this OpportunityAs a Private Wealth Manager, you will play a crucial role in acquiring and retaining high net worth clients, building strong relationships with them, and generating revenue by providing wealth solutions.Responsibilities:Aquire new private banking clients and foster long-term partnerships to fulfill their wealth management needs through...
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Business Leader Communications Specialist
23 hours ago
Madurai, Tamil Nadu, India beBeeBrand Strategist Full time ₹ 10,00,000 - ₹ 15,00,000Job Title: Personal Branding Strategist for Business Leaders & FoundersKey Responsibilities:Content Strategy & Planning:Develop a monthly content calendar tailored to the business leader's areas of expertise, interests, and updates.Align content themes with current trends, industry news, company milestones, and leadership values.Research and pitch content...
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Fintech Wealth Management Expert
23 hours ago
Madurai, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Description:">">We are seeking an experienced Fintech Wealth Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with high-net-worth clients, providing personalized financial planning and wealth management services.">About the Role:">">The ideal candidate will have a deep understanding...
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Senior Financial Strategist
5 days ago
Madurai, Tamil Nadu, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,20,00,000Unlock Your Wealth PotentialAt our fintech startup, we're revolutionizing wealth management for India's emerging affluent. We believe that sophisticated investing strategies should be accessible to everyone, not just a select few.Founded by experts with deep experience in finance, product, and technology, we're backed by world-class investors who share our...
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Senior Private Wealth Manager
23 hours ago
Madurai, Tamil Nadu, India beBeeRelationships Full time ₹ 17,00,000 - ₹ 28,00,000Job Summary:As a Senior Private Wealth Manager, you will be responsible for building and maintaining strong relationships with high net worth clients. This involves working closely with the Business Head to achieve targets and objectives.Key Responsibilities:Building and maintaining strong relationships with high net worth clientsWorking closely with the...
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Human Resources Strategist
23 hours ago
Madurai, Tamil Nadu, India beBeeStrategist Full time ₹ 20,00,000 - ₹ 25,00,000Human Resources StrategistWe are seeking a highly skilled Human Resources Strategist to play a key role in shaping our company's human resources strategy and driving business growth.About the Role:Develop and implement end-to-end HR operations, including recruitment, employee engagement, workforce planning, and statutory compliance.Design onboarding,...
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Founding CTL
2 weeks ago
Madurai, Tamil Nadu, India AAPGS PVT LTD Full timeAre you ready to trade corporate routines for a founder's journey? We are a seed-stage startup, backed by a compelling vision and building the future of wealth in India. Our mission is to democratize intelligent investing by creating a compliant system, We're not just building a product; we're building a new financial habit for millions. This is your...
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Personal Branding Strategist
5 days ago
Madurai, Tamil Nadu, India beBeePersonal Full time ₹ 3,60,000 - ₹ 4,20,000Senior Branding SpecialistThis role involves developing and overseeing personal branding strategies for clients to ensure alignment with their professional personas and goals.The ideal candidate will possess strong leadership skills, excellent writing and editing abilities, and a deep understanding of social media platforms and analytics tools.Main...
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Lead Personalization Strategist
2 days ago
Madurai, Tamil Nadu, India beBeeArchitect Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Experienced Adobe Target ArchitectAbout the Role:We are seeking a highly skilled and experienced Adobe Target architect to lead our personalization and optimization initiatives across digital platforms. The ideal candidate will have deep expertise in Adobe Target, with additional experience in Adobe Edge and a strong understanding of Adobe Journey...