Strategic Financial Advisor

2 days ago


Madurai, Tamil Nadu, India beBeeWealth Full time ₹ 19,44,000 - ₹ 25,12,000
Job Description

As a Private Wealth Manager, you will be responsible for understanding and addressing clients' financial needs and goals.

You will develop personalized wealth management strategies and provide guidance on investment solutions.

Key responsibilities include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.

">Required Skills & Qualifications
  • Financial Planning and Estate Planning skills
  • Certified Financial Planner (CFP) designation
  • Investment Management and Finance expertise
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Experience in client-focused roles and wealth management
  • Bachelor's degree in Finance, Economics, Business, or a related field
Benefits

This is a full-time on-site role offering a collaborative team approach, transparency, and high client focus.



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