Executive Wealth Strategist

3 days ago


Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 5,00,00,000
Investment Portfolio Manager

We are seeking an experienced professional to lead our wealth management team.

Key Responsibilities:
  • Develop and maintain strong relationships with clients to understand their investment objectives and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure alignment with their goals and risk tolerance.
  • Conduct thorough market research and analysis to identify investment opportunities and potential risks.
  • Stay up-to-date with the latest market trends and news, providing regular updates to clients.
  • Pursue new business opportunities and grow our client base through strategic networking and relationship-building.


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