
Wealth Opportunity Specialist
3 days ago
Be part of a dynamic wealth management team and take on the role of a specialist in this fast-growing field.
This challenging position involves acquiring new investors, building relationships with high net worth individuals and professionals, and promoting alternative investment opportunities.
Key Responsibilities:- Identify and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
- Sell curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Maintain long-term client relationships by understanding their investment goals and risk appetite.
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Stay up-to-date on trends in startups, venture capital, private markets, and alternate investments.
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Maintain long-term client relationships by understanding their investment goals and risk appetite.
- Sell curated investment opportunities in startups, venture funds, and other alternate asset classes.
To be successful, you will have excellent communication skills, strong analytical abilities, and the ability to work effectively in a team environment.
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Wealth Acquisition Expert
3 days ago
Bareilly, Uttar Pradesh, India beBeeInvestor Full time ₹ 60,00,000 - ₹ 1,20,00,000High Net Worth Investor Acquisitions SpecialistWe are seeking a highly motivated High Net Worth Investor Acquisitions Specialist with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs).Key Responsibilities:Prospecting & Lead GenerationIdentify and engage with HNI clients interested in real estate investments.Generate leads...
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Senior Wealth Management Specialist
1 day ago
Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Role:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Key Responsibilities:Deliver personalized financial advice and wealth management solutions tailored to clients' needs and risk appetite.Conduct regular portfolio reviews and performance updates with clients to ensure...
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Experienced Wealth Manager
5 days ago
Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000We are seeking an experienced Wealth Manager to join our team of professionals. The successful candidate will have a proven track record of managing high net worth clients and delivering personalized wealth management services.The ideal candidate will possess excellent numerical and analytical skills, with a strong attention to detail and ability to provide...
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Executive Director of Private Wealth Services
10 hours ago
Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 5,00,00,000 - ₹ 6,50,00,000Senior Wealth Management ProfessionalWe are seeking an experienced senior wealth management professional to lead our efforts in Bangalore. The ideal candidate will have a strong personal network, deep product knowledge, and a track record of building long-term client relationships.The successful candidate will be responsible for managing a portfolio of...
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Wealth Platform Backend Architect
6 days ago
Bareilly, Uttar Pradesh, India beBeeSecurity Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Backend Development ExpertArchitect, build and scale robust backend infrastructure to power wealth management platforms. Ensure enterprise-grade security, data encryption, authentication and compliance with financial regulations.Key Responsibilities:Design scalable backend services and mobile-optimized RESTful APIs.Build robust server-side architecture...
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Senior Business Strategist
1 day ago
Bareilly, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Opportunity:Sr Manager/ Chief Manager- Wealth ManagementAs a seasoned Senior Manager/Chief Manager, you will be responsible for delivering exceptional solutions to clients based on their unique requirements.Develop and provide bespoke solutions to clients based on their needs.Ensure timely and regular follow-up with leads, effectively utilizing broadcast...
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Strategic Wealth Manager
6 days ago
Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000Job OpportunityWe are seeking a seasoned Wealth Professional to manage high net worth client relationships and drive business growth.Key Responsibilities:Client Engagement: Build strong, long-term relationships with clients to enhance their financial well-being.Financial Planning: Analyze client profiles to offer tailored investment solutions that meet their...
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Client Relationship Specialist
7 days ago
Bareilly, Uttar Pradesh, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 10,00,000Unlock Your Potential in Client Service and Wealth ManagementThis internship provides hands-on experience in client servicing and wealth management. You will support various client servicing and operational functions, gain hands-on exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the...
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Finacle Automation Specialist
6 days ago
Bareilly, Uttar Pradesh, India beBeeAutomation Full time ₹ 18,00,000 - ₹ 25,00,000Greetings from a Finacle Testing SpecialistWe are looking for an experienced professional with a strong background in Banking Domain and Automation Testing.The ideal candidate will have hands-on expertise in Finacle modules, a proven track record in functional and automation testing, and excellent collaboration skills.Key Responsibilities:Perform functional,...
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Senior Payroll Specialist Opportunity
6 days ago
Bareilly, Uttar Pradesh, India beBeePayroll Full time ₹ 9,00,000 - ₹ 12,00,000Senior Payroll Specialist OpportunityWe are seeking a seasoned professional to oversee end-to-end payroll management for our organization.Key Responsibilities:Ensure timely and accurate monthly payroll processing for all employees.Validate and reconcile inputs such as attendance, leave records, new joiners, exits, salary revisions, and variable pay.Maintain...