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Strategic Wealth Advisor

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Mumbai, Maharashtra, India beBeeWealth Full time ₹ 9,00,000 - ₹ 21,00,000
Job Opportunity

We are seeking a skilled Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for developing and implementing customized wealth management strategies for high net-worth individuals and corporate clients.

Key Responsibilities:
  • Financial planning and estate planning
  • Investment management and finance expertise
  • Client satisfaction through dedicated service
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

This is a full-time on-site role located in New Delhi. We offer a collaborative team approach, transparency, and high client focus to deliver customized solutions and proactive risk management.

Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service. We emphasize a commitment to excellence and professionalism in all aspects of our business.