Wealth Management Professional

3 days ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Description

The Private Banking Associate plays a crucial role in the success of our Private Wealth team by supporting the acquisition of new clients and delivering high-quality portfolio analytics.

The ideal candidate will be responsible for preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives.

This is an excellent opportunity to work with a talented team of professionals who share a passion for delivering exceptional service to our clients.


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