Executive Wealth Strategist

3 days ago


Bengaluru, Karnataka, India beBeeWealth Full time ₹ 18,00,000 - ₹ 24,00,000
Strategic Wealth Management Opportunities

We facilitate connections between people, capital, and innovative ideas to deliver exceptional client experiences. Our organization provides comprehensive financial services, including investment banking, securities, and investment management solutions.

Key Responsibilities:
  • Collaborate with cross-functional teams to support clients
  • Ensure seamless onboarding of client relationships and ongoing account maintenance
  • Monitor client relationships through regular reviews and compliance checks
  • Implement policies and procedures to maintain regulatory compliance and internal standards
  • Review and understand policy requirements, source relevant documentation, prepare requests for review, and liaise with teams to close cases
Requirements:
  • Bachelor's degree or higher in Business, Finance, Accounting, or Economics
  • In-depth knowledge of client onboarding processes, account maintenance, and funding requirements
  • Familiarity with various financial instruments, including stocks, options, and fixed income debt
  • Prior experience in wealth management operations or investment process implementation is an asset
  • Excellent organizational and communication skills
  • Ability to maintain confidentiality and provide excellent client service
  • Proven track record in teamwork, task-sharing, and problem-solving
  • Strong analytical and time management skills


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