Private Financial Manager

1 week ago


Nashik, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking a seasoned professional to manage day-to-day financial planning, investment management, and asset allocation tasks. They will work closely with clients to understand their financial goals, provide tailored advice, and ensure the effective management of their wealth.

Key Responsibilities
  • Develop and implement comprehensive financial plans
  • Manage client investments and assets to optimize returns
  • Collaborate with other partners to deliver exceptional service
  • Analyze complex financial data to inform decision-making
  • Build and maintain long-term relationships with clients

Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications such as CFA or CFP are a plus.



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