Current jobs related to Career Opportunities in Wealth Management - Kanpur, Uttar Pradesh - beBeeWealthManagement
-
Building Long-Term Wealth Partnerships
7 days ago
Kanpur, Uttar Pradesh, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,00,00,000Private Wealth Manager Job DescriptionWe are seeking a seasoned Private Wealth Manager to join our team at ICICI Direct. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.Key Responsibilities...
-
Senior Wealth Management Professional
1 week ago
Kanpur, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Opportunity:We are seeking a seasoned professional to lead our wealth management initiatives. As a key member of our team, you will be responsible for developing and implementing strategies to meet the financial goals of our clients.You will work closely with our regional teams to identify opportunities for growth and expansion.Your primary focus will be...
-
Wealth Strategist
1 week ago
Kanpur, Uttar Pradesh, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,50,000Unlock Global Investment OpportunitiesEmpower retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US with Borderless.Key ResponsibilitiesDevelop a comprehensive wealth management strategy, aligning with global investment vision.Collaborate with channel partners to bring global investing products to clients via...
-
Strategic Wealth Management Advisor
2 weeks ago
Kanpur, Uttar Pradesh, India beBeeWealth Full time ₹ 17,50,000 - ₹ 2,41,23,000Job Title: Strategic Wealth Management AdvisorWe are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform, leveraging expertise in private banking and wealth management.The ideal candidate will provide deep domain knowledge ensuring business requirements are accurately captured, regulatory compliance is...
-
Service Relationship Manager
1 week ago
Kanpur, Uttar Pradesh, India ASK Asset & Wealth Management Full timeAbout the Role:We are looking for a dynamic and client-focused Service Relationship Manager to join our Lucknow team. The ideal candidate should have a strong background in client servicing, documentation, and handling transactions related to a wide range of investment products, including Mutual Funds, Bonds, PMS, Alternate Investments, and Unlisted...
-
Expert Portfolio Manager
2 weeks ago
Kanpur, Uttar Pradesh, India beBeeWealth Full time ₹ 8,00,000 - ₹ 10,00,000We are seeking experienced Wealth Managers to join our team and contribute to our mission of making a positive difference in our clients' lives and their financial well-being.As a Wealth Manager, you will have the opportunity to manage a diverse portfolio, receive comprehensive training, and enjoy continuous career advancements. Our CEO believes that...
-
Career Advancement Opportunities
2 weeks ago
Kanpur, Uttar Pradesh, India beBeeCareer Full time ₹ 4,00,000 - ₹ 6,00,000Job Overview: Career Advancement OpportunitiesWe are seeking individuals with a passion for growth and development to join our dynamic team.The ideal candidate will have a strong desire to learn and take on new challenges, with a willingness to adapt to a fast-paced environment.Key Responsibilities:Gain hands-on experience in fleet management and...
-
Product Training Specialist
2 weeks ago
Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Product Training Specialist - Wealth ProductsWe are seeking a highly skilled Product Trainer to join our organization.Main Responsibilities:Deliver comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clientele.Provide continuous support and guidance to new...
-
Wealth Management Expert
7 days ago
Kanpur, Uttar Pradesh, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000Senior Relationship Manager Job DescriptionThis role is focused on managing relationships with affluent clients and driving growth in their wealth. The primary goal is to understand the financial needs of clients and provide tailored solutions to meet those needs.Key Responsibilities:Meet or exceed individual targets for HNI/TPP and BankingAchieve Individual...
-
Order Management Career Opportunity
1 week ago
Kanpur, Uttar Pradesh, India beBeeManagement Full time ₹ 40,00,000 - ₹ 80,00,000Order Management SpecialistWe are seeking a highly skilled Order Management Specialist to join our team.Job Description:The successful candidate will be responsible for managing and resolving customer inquiries related to orders, including tracking, shipping, and delivery issues. This role involves working closely with internal teams to ensure seamless order...

Career Opportunities in Wealth Management
2 weeks ago
We are seeking a skilled professional to fill the role of Wealth Manager. The ideal candidate will be responsible for acquiring and managing high net worth clients, providing seamless service delivery, and driving business growth.
The successful candidate will have expertise in wealth management and financial markets, as well as excellent client acquisition and relationship management skills. They will also possess strong analytical and problem-solving abilities, with the ability to analyze client portfolios and provide tailored investment advice.
In addition to their technical skills, the ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
Required Skills and Qualifications- Wealth Management & Financial Markets Knowledge: Strong understanding of financial markets, instruments, and regulations.
- Client Acquisition & Relationship Management: Proven track record of building and maintaining strong client relationships.
- Portfolio Analysis & Management: Ability to analyze client portfolios and provide tailored investment advice.
- Business Development & Cross-Selling: Skilled at identifying opportunities for business growth and cross-selling.
This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization. We offer a competitive salary package, comprehensive benefits, and opportunities for career advancement.
OthersIf you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this challenging and rewarding role.