Senior Wealth Specialist Position

5 days ago


Chhattisgarh, India beBeeWealthStrategist Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Description

The role of Senior Wealth Strategist is pivotal in positioning the company as a trusted wealth partner for high-net-worth individuals. This involves acquiring new clients, conducting discovery meetings to understand client goals and risk appetite, and pitching customized wealth strategies aligned with their objectives.



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