Financial Portfolio Manager

9 hours ago


Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Opportunities in Private Wealth Management

As a seasoned wealth professional, you will cultivate relationships with high-net-worth clients to generate and maintain assets under management.

Key responsibilities include identifying new business opportunities, managing client portfolios, and deepening wallet share from existing relationships.

The ideal candidate should possess 3-5 years of experience in private banking or wealth management, with a strong track record of performance in their current and previous roles.

Responsibilities also include:

  • Tracking the affluent client segment for new business opportunities
  • Managing client portfolios with minimum investment requirements


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