Financial Strategist

1 week ago

Tiruchi, Tamil Nadu, India beBeeWealth Full time ₹ 30,00,000 - ₹ 45,00,000

Wealth Management Position

Our organization is seeking a skilled Wealth Manager to excel in this role.

  • To secure affluent and super-affluent clients through personalized service and tailored investment advice.
  • Maintain client relationships, generate assets under management (AUM) from preferred clients, and advise on investments to deepen existing client portfolios.
  • Identify new acquisition opportunities within the affluent and super-affluent client segment.

Experience Requirements:

  • A minimum of 3-5 years of work experience in private banking or wealth management.
  • A proven track record with a stable tenure of at least 3-4 years in previous roles.
  • Effective handling and management of clients with a minimum investment amount of Rs.1 Cr and above.

Benefits:

  • Opportunity to build long-term relationships with high-net-worth clients.
  • Chance to expand your professional network within the financial industry.
  • Professional growth and development in a dynamic work environment.

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