Strategic Wealth Management Specialist

15 hours ago


Gurgaon, Haryana, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000

Investment Advisor Role

About the Job:

This role involves working with experienced professionals in financial planning and wealth management, requiring 3 to 10 years of relevant industry experience.

  • Main Responsibilities:
  • Client Relationship Building:
    • Establish long-term, trust-based relationships with clients.
    • Identify new business opportunities through existing relationships.
  • Financial Planning Services:
    • Conduct comprehensive financial assessments.
    • Create tailored financial plans based on clients' goals and risk profiles.
  • Business Growth:
    • Acquire new clients and increase assets under management.
Requirements:
  • Education & Certification:
    • Bachelor's degree in a related field.
    • CFP certification from the Financial Planning Standards Board (FPSB) India.
  • Experience:
    • Minimum of 5 years of experience in the financial advisory or wealth management industry in India.
    • At least 3 years in a Relationship Manager role.


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