Financial Strategist

4 days ago


Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 3,00,00,000
Senior Wealth Planning Professional

We are seeking an experienced wealth planning professional to manage high net worth portfolios and drive long-term financial success for clients.

  • Build strong, lasting relationships with HNI clients.
  • Create comprehensive financial plans that address investments, taxation, retirement, and estate planning.
  • Monitor, review, and optimize portfolios for performance and compliance.
  • Contribute to the development of innovative digital-first financial planning tools.
  • Drive new client acquisition and grow assets under management through exceptional advisory services.
Requirements:
  • Graduate degree in Finance or Economics (Certified Financial Planner preferred; CFA/CA/NISM certification a plus).
  • At least 5 years of experience in wealth management or financial advisory.
  • 3+ years of experience managing HNI client relationships.
  • Strong knowledge of mutual funds, portfolio management services, real estate investment trusts, unit-linked insurance plans, and Indian tax laws.
  • Excellent communication, analytical, and relationship management skills.
Join a dynamic fintech company shaping the future of wealth management in India.

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