AI-Powered Investment Strategist

3 hours ago


Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Job Title

At a leading wealth management firm, we're building AI-powered investment solutions for discerning individuals.

Our focus is on delivering personalized financial experiences through cutting-edge technology and expert guidance.

Key Responsibilities:
  • Develop and execute business development strategies to drive revenue growth and expand client relationships.
  • Oversee the end-to-end client journey, ensuring seamless sales, onboarding, portfolio discussions, and relationship building processes.
  • Communicate investment strategies effectively, highlighting our expertise in hyper-personalization, goal-focused, and quant & AI-driven approaches.
  • Cultivate structured client feedback and collaborate with cross-functional teams to inform product direction.
  • Leverage modern tools and technologies to enhance productivity and efficiency.
Preferred Qualifications:
  • Experience: 5+ years in wealth management, PMS/AIF advisory, or private banking.
  • Education: Strong academic background from premier institutions and willingness to pursue professional certifications.
  • Network: Proven track record of managing high net worth individual (HNI) and ultra high net worth individual (UHNI) relationships, particularly with younger or tech-savvy clients.
  • Mindset: AI-native productivity, end-to-end ownership, and bias toward action.

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