Senior Financial Strategist

6 days ago


Bhavnagar, Gujarat, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

**Job Opportunity:** Private Wealth Manager

We deliver bespoke wealth management solutions tailored to the distinct financial needs and objectives of our clients.

Our collaborative team approach ensures transparency, high client focus, and proactive risk management in delivering customized outcomes.

**Key Responsibilities:

  • Understanding and addressing clients' financial requirements and goals.
  • Developing personalized wealth management strategies.
  • Providing expert guidance on investment solutions.
  • Financial planning, estate planning, investment management, and maintaining exceptional client satisfaction through dedicated service.

**Requirements:

  • Expertise in Financial Planning and Estate Planning.
  • Certified Financial Planner (CFP) designation.
  • Investment Management and Finance expertise.
  • Exceptional interpersonal and communication skills.
  • Able to work independently and as part of a cohesive team.
  • Experience in client-centric roles and wealth management.
  • Bachelor's degree in Finance, Economics, Business, or a related field.



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