Financial Strategist

3 days ago

Jodhpur, Rajasthan, India beBeeWealth Full time ₹ 80,00,000 - ₹ 2,00,00,000

At Ikashi Wealth, we are seeking a skilled professional to join our team as a Wealth Advisory Expert. As a member of our relationships department, you will be responsible for engaging with high net worth individuals and providing personalized wealth management services.

The role involves building strong relationships with clients, converting qualified leads into managed portfolios, and advising on investment opportunities across Mutual Funds, Equity, and Wealth Management products. You will also be responsible for monitoring and reviewing client portfolios to ensure consistent performance and collaborating with internal teams to deliver seamless advisory services.

To succeed in this role, you will need a bachelor's degree in finance, commerce, economics, or a related field, and 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory. A proven track record of handling HNI clients and converting leads is essential.

  • Key Responsibilities:
  • Build and maintain strong relationships with high net worth clients.
  • Convert qualified leads into managed portfolios.
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products.
  • Monitor and review client portfolios to ensure consistent performance.
  • Collaborate with internal teams to deliver seamless advisory services.

Benefits:

We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary package.

What We Offer:

A unique opportunity to work with a premier end-to-end wealth advisory firm dedicated to helping high net worth individuals achieve their financial goals through personalized investment strategies.

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