Strategic Client Advisor

7 days ago

Pune Mumbai Ahmedabad, India beBeeWealthManager Full time US$ 90,000 - US$ 1,20,000
Job Title:

Sr Wealth Manager

Job Description:

The primary objective of this role is to develop and maintain strong, long-lasting relationships with high-net-worth clients by providing expert financial advice and personalized wealth management solutions.

  • Build trust with clients through exceptional client service, a deep understanding of financial markets, and a commitment to delivering tailored investment solutions.
  • Develop and implement strategic plans to acquire new clients and expand the existing portfolio, while maintaining a focus on profitability and growth.
Required Skills and Qualifications:

To succeed in this role, you will need to possess a combination of technical knowledge, business acumen, and interpersonal skills. Key requirements include:

  • Deep understanding of financial markets, investment products, and regulatory frameworks.
  • Excellent communication and relationship-building skills, with the ability to engage with high-net-worth clients and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
Benefits:

This role offers a range of benefits, including:

  • Competitive remuneration package.
  • Ongoing training and professional development opportunities.
  • Collaborative and dynamic work environment.
Others:

In addition to the above, we are seeking an individual who is:

  • Results-driven and goal-oriented, with a focus on achieving outstanding results.
  • Able to work independently and as part of a team, with excellent time management and prioritization skills.

  • Client Advisor

    6 hours ago

    Ahmedabad, Gujarat, India TITAN COMPANY Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job RequirementsJob Title: Client AdvisorJob Type: RPWe are currently seeking a professional and dedicated Client Advisor to join our team. As a Client Advisor, you will be responsible for providing exceptional customer service to our clients and assisting them with their needs. The ideal candidate will have excellent communication skills, a strong attention...

  • Strategic Advisor

    5 days ago

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

    As a Strategic Advisor, you will play a pivotal role in assisting clients to reimagine their business ecosystems, reshape their organizational portfolios, and reinvent for a more sustainable future. Our Transformation Framework enables us to work with clients to find solutions to today's most complex strategic, financial, operational, and commercial...

  • Client Advisor

    2 days ago

    Ahmedabad, Gujarat, India Titan Company Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We are currently seeking a professional and dedicated Client Advisor to join our team. As a Client Advisor, you will be responsible for providing exceptional customer service to our clients and assisting them with their needs.The ideal candidate will have excellent communication skills, a strong attention to detail, and a passion for helping others. If you...

  • Client Technology Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Client of Live Connections Full time

    Client Technical Advisor Join our client, a large IT Consulting organization, as a Client Technical Solutioner and play a pivotal role in designing innovative, scalable technology solutions for customers across industries. Acting as a trusted advisor, you'll collaborate closely with clients to understand their business challenges and architect tailored,...

  • Client Advisor

    5 days ago

    Mumbai, India Louis Vuitton Malletier Full time

    **Position**: **"We are hiring passionate Retail professionals for our upcoming Flagship store in Mumbai at **JIO World, BKC"** As a **Client Advisor** in one of our stores, your role is to convey the Brand's values, history, ambitions, commitment to quality and creativity. Your mission is to ensure that clients receive a unique and personalized experience...

  • Property Advisor

    7 days ago

    Sadashiv Peth, Pune, Maharashtra, India Our Property Advisor Full time

    **Job Title: Property Advisor** **Company**: Our Property Advisor **Location**: Pune **About Us**: Our Property Advisor is a leading real estate firm in Pune, dedicated to providing expert property solutions and exceptional customer service. We pride ourselves on our in-depth market knowledge and personalized approach to real estate. **Position...

  • Client Advisor

    1 week ago

    Mumbai, Maharashtra, India Louis Vuitton Full time

    Poste As a Client Advisor in one of our stores, your role is to convey the Brand's values, history, ambitions, commitment to quality and creativity. Your mission is to ensure that clients receive a unique and personalized experience through your passion for our products, knowledge of our collections, your hospitality, sense of service and listening...

  • Client Advisor

    3 weeks ago

    Pune, Maharashtra, India Nestaway Full time

    Job Title: Client Advisor/Senior Client Advisor Company: NestAway Technologies Pvt. Ltd (Resale Vertical) Reporting to: Vice President Location: Pune (All Zones) Employment Type: Full-Time Work Week: 6 Days Incentives: Lucrative, performance-based — linked to deal closures and revenue contribution About Us: NestAway Technologies Pvt. Ltd. is a leading...

  • Client Advisor

    6 days ago

    Ahmedabad, Gujarat, India Titan Company Full time

    **Job Requirements** Job Title: Client Advisor **Job Type**: RP **Work Experience

  • Strategic Business Advisor

    5 days ago

    Mumbai, Maharashtra, India beBeeStrategic Full time ₹ 8,00,000 - ₹ 15,00,000

    Job Title: Strategic Business AdvisorJob Description:As a strategic business advisor, you will play a crucial role in helping our clients achieve their goals through effective strategy development and implementation. You will work closely with cross-functional teams to drive projects forward, leveraging your analytical skills to identify opportunities and...