
Wealth Strategy Lead
11 hours ago
Job Title: Financial Planning & Analysis Manager - Wealth
About the Role:
- We are seeking a seasoned financial professional to lead our FP&A team for Wealth & Retail Banking in Asia.
- You will be responsible for developing and implementing strategic financial plans that drive sustainable business growth.
Main Responsibilities:
- Lead end-to-end FP&A activities including planning, forecasting, and performance tracking across markets.
- Collaborate closely with senior stakeholders to deliver actionable insights and steer strategic decisions.
- Develop and implement industry best practices for efficiency, accuracy, and control across all FP&A processes.
- Build and lead a high-performing finance team with a strong focus on capability development and employee engagement.
Requirements:
- MBA, CA, CFA, or ACCA with a minimum of 12 years' post-qualification experience in FP&A within the banking or financial services sector.
- You must be able to align financial insights with business strategy and influence decision-making at senior levels.
- Proven experience in managing and motivating cross-functional finance teams across geographies.
- High proficiency in data interpretation, scenario analysis, and driving actionable outcomes.
- Excellent communication and relationship-building skills to effectively partner with senior business and finance leaders.
About Us:
We provide industry-focused services for clients across geographies. Our culture is built on collaboration, innovation, and a commitment to excellence.
-
Strategic Wealth Advisor
7 days ago
Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,50,000Relationship ManagerWe are seeking highly motivated professionals to join our team as Relationship Managers. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and providing them with customized wealth management services.Key Responsibilities:Acquire and retain HNI clients through...
-
Senior Wealth Manager
4 weeks ago
Tirupati, Andhra Pradesh, India Banking And NBFC Job Full timeTHIS OPENING IS WITH A REPUTED NBFC FOR THEIR PCG VERTICLE INTO WEALTH MANAGEMENT FOR MUMBAI LOCATION (ANDHERI & PRABHADEVI, OTHERS), LOCAL CANDIDATES WITH WEALTH PRODUCTS SELLING EXP FROM BANKS, NBFC OR OTHER FINANCIAL COMPANIES SHOULD APPLY.CTC: UP TO 22 LPA (DEPENDING UPON CANDIDATES)Job PurposeResponsible for acquiring NTF (new to the firm) clients,...
-
Wealth Acquisition Manager
2 days ago
Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000Real Estate Investment ProfessionalWe are seeking a highly skilled and motivated professional to join our team as a Real Estate Investment Specialist. In this role, you will be responsible for building relationships with High Net Worth Individuals (HNIs) interested in real estate investments.Key Responsibilities:Lead Generation & ProspectingIdentify and...
-
Wealth Management Director
2 days ago
Tirupati, Andhra Pradesh, India beBeeDirector Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Findoc is seeking a seasoned professional to lead its Premier Client Group (PCG) Desk. The ideal candidate will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.This role requires a deep understanding of financial products such as PMS, AIFs, bonds, mutual...
-
Digital Wealth Platform Specialist
2 days ago
Tirupati, Andhra Pradesh, India beBeeExpert Full time ₹ 1,50,00,000 - ₹ 2,00,00,000We are seeking a skilled professional to lead the implementation of our Digital Wealth platform.Job RequirementsThe ideal candidate will have extensive experience in wealth management, private banking, or investment advisory, with a strong understanding of investment products and portfolio performance metrics.10+ years of experience in wealth management,...
-
Wealth Management Product Trainer
4 days ago
Tirupati, Andhra Pradesh, India beBeeProduct Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Role Summary:">We are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will have proven experience in wealth management, financial products, or similar domain, prior experience in training, coaching, or mentoring teams is highly desirable.">Key Responsibilities:Deliver comprehensive training sessions on wealth...
-
Paraplanner and loan writer
3 weeks ago
Tirupati, Andhra Pradesh, India Stratagem Wealth Full timeAt Stratagem Wealth, we are dedicated to empowering individuals and families to achieve their financial goals. As a leading financial planning and finance solutions provider, we specialize in delivering personalized strategies that ensure financial stability and success. From tailored Financial planning to comprehensive mortgage solutions, we guide our...
-
Business Strategy Lead
2 days ago
Tirupati, Andhra Pradesh, India beBeeBusinessStrategy Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Senior ManagerBusiness Strategy LeadAs a Business Strategy Lead, you will play a critical role in driving the pre-sales strategy of our organization.Key Responsibilities:Collaborate with cross-functional teams to create fit-for-purpose solutions that align with client needs and business goals.Lead complex opportunities with a hands-on approach to...
-
Senior Manager/Chief Manager
12 hours ago
Tirupati, Andhra Pradesh, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Senior Manager/Chief ManagerWe are seeking a highly skilled and experienced Senior Manager/Chief Manager to join our team. As a key member of our organization, you will be responsible for providing solutions to clients based on their requirements.The ideal candidate will have excellent socializing and relation-building skills, as well as strong...
-
Financial Services Specialist
2 days ago
Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000Wealth Management RoleAt our fintech startup, we're reimagining wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.We're...