Senior Financial Advisor

2 days ago


Kannur, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

As a senior financial advisor, you will play a key role in managing the financial portfolios of high net worth clients.

Key Responsibilities:
  • To acquire and retain clients through exceptional relationship-building skills.
  • To advise clients on their investment strategies and provide guidance on managing their overall financial portfolio.
  • To identify new business opportunities and deepen client relationships.

Requirements:

  • A minimum of 3-5 years of experience in private banking or wealth management.
  • Demonstrated ability to handle complex client relationships and manage high-value portfolios.
  • Strong knowledge of financial markets and investment products.

This is an opportunity for an experienced and skilled individual to contribute to delivering exceptional client service and achieving outstanding results.



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