Elite Financial Strategist

23 hours ago

Rajkot, Gujarat, India beBeeWealth Full time ₹ 15,00,000 - ₹ 28,00,000
Private Wealth Manager Job Description

At our esteemed organization, we are seeking an exceptional Private Wealth Manager to join our team.

  • The successful candidate will be responsible for establishing and maintaining strong relationships with high-net-worth individuals to comprehend their financial objectives and aspirations.
  • He/She will provide personalized financial guidance and wealth management solutions tailored to the clients' needs and risk tolerance.
  • A regular review of client portfolios and performance updates will be conducted to ensure alignment with their financial goals.
  • The ideal candidate will possess in-depth knowledge of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
  • They will educate clients on the features, benefits, and risks associated with various wealth management products.
  • Recommendation of suitable investment strategies and products will be made based on the clients' investment preferences and risk profile.
  • The successful candidate will identify new business opportunities and generate leads through networking and referrals.
  • Driving business growth by effectively cross-selling wealth management products and services to existing clients is also a key responsibility.
  • Thorough due diligence on investment products and providers will be conducted to mitigate risks.
  • Accurate records of client interactions and transactions will be maintained in accordance with compliance standards.
Key Requirements:

To excel in this role, the ideal candidate should possess:

  • Relevant experience of years
  • A strong understanding of wealth management products, including AIFs and PMS
  • A proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • The ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

  • Chief Financial Strategist

    6 days ago

    Rajkot, Gujarat, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Chief Financial StrategistThis is a senior-level position that requires a detail-oriented and strategic financial professional to lead our finance team.The ideal candidate will play a key part in supporting decision-making across the business through financial analysis, forecasting, and performance reporting.This person will report directly to the...

  • Financial Strategist

    1 week ago

    Rajkot, Gujarat, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 25,00,000

    Job TitleWe are seeking a Financial Strategist to drive business growth through interdepartmental coordination, financial analysis, and strategic insights.The ideal candidate will have expertise in Financial Planning, Business Analysis, and Operational Efficiency, with a proven track record in driving efficiency and accuracy.Interdepartmental...

  • Senior Financial Strategist

    1 week ago

    Rajkot, Gujarat, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Description">">We are seeking a Financial Strategist to drive profitable growth across the region. This role involves partnering with Sales, Delivery, and Corporate Finance teams to deliver financial leadership.">The successful candidate will oversee pricing for complex deals (T&M, Fixed Price, Managed Services), ensuring optimal sizing, compliance, and...

  • Senior Financial Strategist

    2 days ago

    Rajkot, Gujarat, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Job Title: Senior Financial StrategistDescription:We are seeking an experienced Senior Financial Strategist to lead our taxation, audit, and compliance team in Navi Mumbai. This leadership role involves managing a team of financial experts, advising clients on regulatory adherence, and ensuring timely completion of engagements.Key Responsibilities:Lead and...

  • Highly Skilled Financial Strategist Wanted

    1 week ago

    Rajkot, Gujarat, India beBeeParaprofessional Full time ₹ 12,00,000 - ₹ 15,00,000

    **Senior Advice Professional Opportunity**Pure Private Wealth is a leading Australian financial advisory firm, known for delivering high-quality financial strategies to high-net-worth clients across Australia. We combine deep technical knowledge with innovative advice technology underpinned by a client-centric philosophy.We are expanding our elite remote...

  • Senior Financial Strategist

    3 days ago

    Rajkot, Gujarat, India beBeeFinancial Full time US$ 15,00,000 - US$ 20,00,000

    As a seasoned financial strategist, you will be responsible for developing a comprehensive understanding of the organization's business operations and making meaningful contributions to the areas of financial planning and analysis.Key responsibilities include leading and mentoring a high-performing team, ensuring their development and performance, and...

  • Chief Financial Director

    1 week ago

    Rajkot, Gujarat, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Opportunity: Financial StrategistRole Overview:We are seeking a highly skilled and experienced financial strategist to lead our financial operations across all verticals and geographies.This senior leadership role includes overseeing fundraising, financial governance, investor management, and the company's overall fiscal health.

  • Chief Financial Strategist

    2 weeks ago

    Rajkot, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Strategic Financial LeadershipWe seek a seasoned financial strategist to drive business growth and lead the organization's financial strategy.Develop a comprehensive financial strategy aligned with business objectives, providing strategic guidance on financial planning, capital allocation, and risk management.Monitor and analyze financial performance,...

  • Senior Financial Strategist for Retail Expansion

    4 days ago

    Rajkot, Gujarat, India beBeeStrategist Full time ₹ 1,40,00,000 - ₹ 2,10,00,000

    Establish a strong financial foundation to support the growth of hardline and softline brands in Asia.We are looking for a Senior Financial Strategist with expertise in retail finance, including significant experience in fashion or softline categories across Asian markets.The successful candidate will have a deep understanding of multi-channel retail...

  • Chief Financial Visionary

    2 days ago

    Rajkot, Gujarat, India beBeeFinancial Full time ₹ 24,00,000 - ₹ 32,00,000

    Senior Financial StrategistWe are seeking a seasoned Senior Financial Strategist to drive strategic planning and analytical expertise to support business decision-making and growth.About the Role:Lead financial planning, budgeting, and forecasting processes for business units.Partner with senior management to provide insights into revenue growth, cost...