Financial Strategist

3 hours ago


Kottayam, Kerala, India beBeeWealth Full time ₹ 18,00,000 - ₹ 24,00,000

Unlock Your Potential as a Wealth Management Professional

We are seeking dynamic professionals who can engage with high net worth individuals (HNIs) and provide exceptional wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

Key Responsibilities:

  • Build and maintain strong relationships with HNI 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 wealth advisory services

Qualifications:

  • Bachelor's/Master's degree in finance, commerce, economics, or related field
  • 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory
  • Proven track record of handling HNI clients and converting leads

Benefits:

We offer a collaborative work environment, opportunities for growth and development, and a competitive compensation package.

About the Role:

This is an excellent opportunity for motivated individuals who are passionate about delivering exceptional client experiences and driving business growth.



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