Senior Financial Advisor

2 days ago


Malappuram, Kerala, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Description

Our organization is seeking a Private Banker to manage day-to-day financial planning, investment management, and asset allocation tasks.

The ideal candidate will have experience in managing financial portfolios, providing tailored advice, and ensuring the effective management of clients' wealth.

The successful candidate will collaborate with partners to optimize client solutions and enhance service delivery.

  • Financial Planning skills
  • Experience in Investments and Asset Allocation
  • Expertise in Wealth Management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain long-term client relationships

Candidates should hold a Bachelor's degree in Finance, Economics, Business, or related field and possess relevant certifications such as CFA or CFP. Experience in the financial services industry, particularly in wealth management, is highly desirable.



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