Financial Expert

24 hours ago


Kannur, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Title: Private Wealth Manager

We are seeking a skilled financial expert to join our wealth management team. As a key member, you will be responsible for understanding and addressing clients' financial needs and goals.

Developing personalized wealth management strategies and providing guidance on investment solutions is essential to meeting the unique financial needs of each client.

  • Conduct thorough financial planning and analysis to identify areas for improvement and optimize client portfolios.
  • Provide expert advice on investment solutions, including portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance.

Maintaining high client satisfaction through dedicated service and proactive risk management is crucial to your success in this role.

This is a full-time on-site position that requires a Bachelor's degree in Finance, Economics, Business, or a related field.

Key Requirements:
  • Certified Financial Planner (CFP) designation
  • Strong financial planning and estate planning skills
  • Investment Management and Finance expertise
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team


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