Financial Services Manager

4 hours ago


Thiruvananthapuram, Kerala, India beBeeWealthManagement Full time ₹ 18,00,000 - ₹ 25,00,000
Job Title

We are seeking a dynamic Wealth Management Professional to join our team. The ideal candidate will have excellent communication skills and the ability to build strong relationships with High Net-Worth Individuals (HNIs).

About the Role

This role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

Key Responsibilities
  • Build and maintain strong relationships with HNI clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services
Qualifications
  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
  • 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
  • Proven track record of handling HNI clients and converting leads
We Offer

A collaborative work environment, opportunities for professional growth and development, and a competitive compensation package.



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