Current jobs related to Financial Portfolio Strategist - Mumbai, Maharashtra - beBeeWealth

  • Financial Portfolio Advisor

    2 weeks ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,50,00,000

    Job Title: Investment StrategistKey Responsibilities:Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.Conduct regular portfolio reviews and risk assessments to optimize client investments.Identify and onboard...

  • Portfolio Strategist

    1 week ago

    Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    Job Opportunity:Role OverviewWe are seeking a skilled Portfolio Strategist to join our team. This individual will be responsible for designing and managing investment portfolios with a focus on long-term growth, risk management, and compliance.Key ResponsibilitiesInvestment Strategy & Portfolio Management:Develop and implement investment strategies that...

  • Portfolio Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeStrategy Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job Title: Portfolio StrategistThis role involves developing and implementing strategies to expand our product portfolio.The ideal candidate will have 3-6 years of experience in brand management, with a strong understanding of market dynamics and competitive behavior.Key responsibilities include designing product roadmaps, collaborating with cross-functional...

  • Regional Portfolio Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job Title: Regional Portfolio StrategistAbout the RoleWe are seeking an experienced professional to join our team as a Regional Portfolio Strategist.The successful candidate will have a strong background in IT services and experience in managing regional product portfolios.Main ResponsibilitiesPortfolio Development:Setting targets with vendors based on...

  • Financial Strategist

    7 days ago

    Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 6,00,000 - ₹ 8,00,000

    **Job Title:** Financial StrategistWe are seeking an experienced and skilled Financial Strategist to join our team. As a key member of the organization, you will be responsible for providing financial guidance and support to help drive business growth and success.### Qualifications & Experience:• A bachelor's degree in finance, accounting, or a related...

  • Senior Portfolio Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 16,00,000

    Job Title: Senior Portfolio StrategistAbout the Role:Analyze customer needs for assigned brand portfolios.Manage brands and team members to drive business revenue with efficient resource utilization.Strengthen product portfolio by introducing key products that enhance brand value.Implement customer-centric marketing strategies to boost market share of the...

  • Senior Financial Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 17,50,000

    Job Posting: Senior Financial StrategistWe are seeking a seasoned Senior Financial Strategist to support our finance team in achieving its goals. The ideal candidate will have a strong background in financial planning and analysis, accounting, and reporting.

  • Portfolio Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Title: Investment StrategistKey Responsibilities:Build asset under management without sales-based assignmentsPrepare high-quality, customized investment insights, documents, and reviews for prospects and clients within a specified timeframeUnderstand various investment options and provide tailored recommendations based on clients' or prospects'...

  • Generic Portfolio Strategist

    1 week ago

    Mumbai, Maharashtra, India beBeeGenerics Full time ₹ 8,00,000 - ₹ 12,00,000

    We are seeking a seasoned Generic Portfolio Strategist to drive growth, visibility, and market share across our generics portfolio.This role requires analyzing product performance, market trends, and competitor activity to derive actionable insights. Key responsibilities include:Planning and executing trade-focused marketing campaigns, schemes, and...

  • Chief Financial Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeStrategist Full time US$ 1,80,000 - US$ 2,50,000

    Chief Financial StrategistThe Chief Financial Strategist will spearhead the development and implementation of a comprehensive financial strategy, aligning with the company's financial goals and overarching business objectives.Key Responsibilities:Spearhead the development and implementation of a comprehensive financial strategyProvide strategic guidance to...

Financial Portfolio Strategist

2 weeks ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 20,00,000 - ₹ 50,00,000
Senior Wealth Manager Role

We are seeking a skilled and experienced Senior Wealth Manager to enhance our team's capabilities.

The ideal candidate will possess significant experience in the Indian financial services market, an existing clientele base, and a proven track record of delivering comprehensive wealth management solutions.

Key Responsibilities:
  • Prospect, acquire, and retain high-value clients through effective relationship-building and portfolio management strategies.
  • Develop and recommend tailored investment plans aligned with clients' financial objectives and risk tolerance levels.
  • Conduct regular reviews to reassess portfolios and ensure continued suitability for clients' evolving needs.
Required Qualifications & Skills:
  • Strong educational background in Finance, Business Management, or Accounting.
  • Desirable qualifications include an MBA degree, Chartered Accountant (CA) certification, or a Chartered Financial Analyst (CFA) Charterholder.
  • Minimum 5 years of experience in the Indian financial markets with a strong personal clientele book.

This is an exceptional opportunity for a seasoned wealth management professional to contribute to a growing platform while deepening client relationships and enhancing financial outcomes.