Strategic Wealth Manager

2 days ago

Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,50,00,000
Private Banking Professional

We are seeking an experienced Private Banking professional to join our team. As a key member of our leadership team, you will collaborate with partners and utilize the firm's resources to optimize client solutions and enhance service delivery.

The ideal candidate will possess strong analytical and problem-solving skills, as well as expertise in Private Banking, experience in Investments and Asset Allocation, and excellent communication and interpersonal skills.

Key qualifications include:

  • Financial Planning and Finance skills
  • Experience in Investments and Asset Allocation
  • Expertise in Private Banking
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • A Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications such as CFA or CFP are a plus
  • Experience in the financial services industry, particularly in wealth management, is highly desirable

As part of our leadership team led by Nitin Jain and AV Srikanth, you will bring over 120 years of combined experience and a legacy of managing significant assets and earning numerous prestigious awards.

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