Current jobs related to Wealth Strategies - Chennai, Tamil Nadu - beBeeInvestment

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  Wealth Manager

  4 days ago

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  Chennai, Tamil Nadu, India Unified Vision Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per year

  Company DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...

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  Wealth Acquisition Manager

  2 weeks ago

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  Chennai, Tamil Nadu, India InCred Wealth Full time ₹ 50,000 - ₹ 28,00,000 per year

  Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

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  Wealth Strategy Leader

  2 weeks ago

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  Chennai, Tamil Nadu, India beBeeInvestment Full time US$ 1,00,000 - US$ 1,50,000

  Strategic Leadership RoleWe are seeking a skilled professional to lead the development and expansion of our wealth management division. This role will focus on creating high-quality investment solutions and delivering exceptional client-centric financial planning.Lead Strategic Development: Develop and implement a comprehensive strategy for Borderless's...

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  Wealth Manager

  1 week ago

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  Chennai, Tamil Nadu, India N J Macson Full time ₹ 15,00,000 - ₹ 28,00,000 per year

  Responsibilities:* Manage HNI client relationships* Oversee portfolio performance* Collaborate with investment teams* Develop wealth strategies* Sell mutual funds and investment products

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  Senior Wealth Management Leader

  2 weeks ago

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  Chennai, Tamil Nadu, India beBeeWealthManagement Full time ₹ 6,00,000 - ₹ 8,00,000

  Role SummaryA Senior Leadership position in Wealth Management is available, requiring a seasoned expert to oversee the Global Wealth Management team.Key Responsibilities Include:Leading a team of experienced professionals in Wealth Management operations.Overseeing the management of Brokerage and Fiduciary functions, including account opening, maintenance,...

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  Wealth Management Specialist

  2 weeks ago

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  Chennai, Tamil Nadu, India beBeeRisk Full time ₹ 30,00,000 - ₹ 50,00,000

  Job DescriptionWe are seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for managing high net worth individual client relationships. Your primary goal is to understand their financial situations, goals, risk appetite, and lifestyle needs to provide personalized wealth management solutions.Key...

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  Wealth Business Leadership Position

  2 weeks ago

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  Chennai, Tamil Nadu, India beBeeManagement Full time ₹ 1,20,00,000 - ₹ 2,40,00,000

  Job Title: Branch Management Lead**Job Summary:** We are seeking a highly skilled and motivated Branch Management Lead to oversee the daily operations and revenue targets of our branch. The ideal candidate will have strong leadership, sales, and client engagement skills.**Key Responsibilities:Oversee daily operations and revenue targetsRecruit and manage a...

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  Global Wealth Management Operations Leader

  2 weeks ago

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  Chennai, Tamil Nadu, India beBeeOperations Full time ₹ 15,00,000 - ₹ 28,00,000

  Job Title:Senior Operations Director - Global Wealth ManagementOverview:The Senior Operations Director is responsible for leading global wealth management operations with a focus on brokerage and fiduciary functions.Key Responsibilities:Lead the design and implementation of operating models that drive front office and client engagement strategies.Manage the...

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  Wealth Creation Specialist

  2 weeks ago

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  Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 1,80,00,000 - ₹ 2,20,00,000

  Our goal is to help High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) achieve financial success through our wealth creation, risk management, tax planning, and estate planning services. We offer a transparent, data-driven approach that aligns with their financial strategies, reducing risks, costs, and taxes while enhancing...

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  Investment Counsellor

  3 weeks ago

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  Chennai, Tamil Nadu, India Growthfiniti Wealth Pvt Ltd Full time

  Investment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment...