Private Financial Advisor

3 days ago


Thoothukudi, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Unlock Your Wealth Potential

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NWPs innovative approach to wealth management fosters a partnership between bankers and the firm, delivering client-centric solutions that ensure sustainable, long-term engagement.

As a key member of our team, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks. You will work closely with clients to understand their financial goals, providing tailored advice and ensuring effective wealth management.

Key qualifications include:

  • Financial Planning and Finance Expertise
  • Experience in Investments and Asset Allocation
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain long-term client relationships
  • Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications such as CFA or CFP are a plus
  • Experience in the financial services industry, particularly in wealth management, is highly desirable


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