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Expert Wealth Advisor

3 weeks ago


Kozhikode, Kerala, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Financial Strategist

We are seeking a skilled financial strategist to address clients' financial needs and goals.

Key Responsibilities
  • Develop personalized wealth management strategies for high net-worth individuals, retail clients, corporate houses, and financial institutions.
  • Provide guidance on investment solutions, including portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance.
  • Maintain high client satisfaction through dedicated service, ensuring excellent interpersonal and communication skills.
Requirements
  • Financial Planning and Estate Planning skills.
  • Certified Financial Planner (CFP) designation.
  • Investment Management and Finance expertise.
  • Bachelor's degree in Finance, Economics, Business, or a related field.

A collaborative approach, transparency, and high client focus are essential to delivering customized solutions and proactive risk management.