Senior Wealth Strategist

3 days ago


Aurangabad, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Job Description

We are seeking a seasoned Wealth Manager to join our team. This is a full-time on-site role located in New Delhi.

The Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.

  • Financial planning and estate planning skills
  • Certified Financial Planner (CFP) designation
  • Investment management and finance expertise
About the Role

This position involves daily tasks such as financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.

Requirements

To be successful in this role, you will need:

  • Strong interpersonal and communication skills
  • Able to work independently and as part of a team
  • Experience in client-focused roles and wealth management
  • Bachelor's degree in Finance, Economics, Business, or a related field

In addition to your qualifications, we are looking for someone with excellent problem-solving skills and a passion for delivering exceptional results.



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