Current jobs related to Wealth Management Specialist - Kota, Rajasthan - beBeeInvestment


  • Kota, Rajasthan, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Wealth Management ProfessionalWe are seeking a dynamic Wealth Management specialist to drive investor acquisition and build relationships with high net worth individuals and family offices in Kota, India.


  • Kota, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Financial Expertise OpportunityHighly skilled professionals are sought to provide personalized financial advice and wealth management solutions. The ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth individuals.Key ResponsibilitiesUnderstand clients' financial goals and objectives through...


  • Kota, Rajasthan, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 21,00,000

    Key Job ResponsibilitiesLead Generation & ProspectingIdentify and reach out to high net worth individuals interested in real estate investments.Generate leads through calls, emails, networking, and referrals.Build and maintain a strong pipeline of qualified prospects for the real estate fund.The ideal candidate will have experience in financial services,...


  • Kota, Rajasthan, India beBeeAdvisor Full time ₹ 60,00,000 - ₹ 80,00,000

    Financial Advisor Role:">">The role involves executing trades and managing client portfolios, handling high net worth clients, and cross-selling of wealth and investment products.">">Deliver end-to-end investment advisory services, with a focus on growth and penetration.">">Manage and strengthen relationships with clients through consistent support and...


  • Kota, Rajasthan, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 65,00,000

    About This RoleThis is a leadership position that involves managing client portfolios and providing wealth management solutions. The ideal candidate will have experience in investment advisory and a strong network of high-net-worth clients.


  • Kota, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job Title: Wealth Management Strategic AdvisorJob Description:We are seeking a highly skilled wealth management professional to provide strategic guidance on the successful implementation of our digital wealth platform. As a key member of our team, you will leverage deep domain expertise in private banking and wealth management to ensure business...


  • Kota, Rajasthan, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000

    Job Title: Private Wealth ManagerWe are seeking a skilled and experienced professional to manage the financial portfolios of high net worth individuals.About the Opportunity:This is an exciting opportunity to work with affluent clients, providing personalized financial solutions and expert advice on wealth management strategies.You will be responsible for...


  • Kota, Rajasthan, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 85,00,000

    Role SummaryWealth management professionals require meticulous support to achieve long-term financial goals. This role offers tailored solutions to high-net-worth individuals and institutions.Key Responsibilities:Manage day-to-day operational activities, including account opening, onboarding, trade execution, client reporting, and compliance support.Ensure...


  • Kota, Rajasthan, India beBeeWealth Full time US$ 1,25,000 - US$ 1,75,000

    Global Wealth StrategistUnlock global investment opportunities with our platform, which empowers retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US. With a data-driven approach, we enable you to make smarter investment decisions by providing insights and automated research. Track your portfolio's health,...


  • Kota, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Description">The Private Wealth Advisor will be responsible for delivering tailored financial solutions to high net worth individuals and families.Working closely with clients, the advisor will identify their financial goals and objectives, providing expert advice on investment management, asset allocation, and wealth planning.To succeed in this role,...

Wealth Management Specialist

3 weeks ago


Kota, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Role Overview

A Private Banker is a key position in wealth management, responsible for building long-lasting relationships with high net worth individuals and ultra-high net worth individuals.