Wealth Investment Advisor

2 days ago

Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000
About the Role

We are seeking a talented and driven individual for a Wealth Management Internship. This opportunity allows you to develop your skills in investment analysis and advisory, working on cutting-edge projects involving portfolio management, asset allocation, and risk profiling.

About the Internship:

You will engage in multiple mini-projects across various functional areas, gaining practical exposure to wealth management simulation. The internship is designed to provide you with a comprehensive understanding of the industry, allowing you to make informed decisions.

Key Responsibilities
  • Leverage market data insights to inform portfolio recommendations.
  • Analyze and present financial data to stakeholders.
  • Develop strong communication skills through mock client meetings.
Financial Research & Analysis
  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Understand debt securities and yield to maturity (YTM) calculations.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds.
Portfolio & Risk Management
  • Develop effective portfolio allocation strategies.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand behavioral biases.
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.
Capstone Project
  • Prepare an investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.

  • Wealth Advisor

    6 days ago

    Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Financial Planner OpportunityA skilled financial planner is needed to provide personalized investment and financial planning services to clients. The ideal candidate will have a strong understanding of financial markets, investment products, and client relationship management.Key Responsibilities:Conduct comprehensive consultations with clients to understand...

  • Private Wealth Advisor

    6 days ago

    Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 15,54,300 - ₹ 24,67,687

    About the OpportunityThis key position is critical in securing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients, fostering lasting relationships with the bank.Responsibilities include selling Investment, Insurance, and other Private Banking products to generate fee income. Key responsibilities include:Acquiring new private...

  • Leader of Wealth Creation

    2 hours ago

    Erode, Tamil Nadu, India beBeeWealth Full time ₹ 65

    Job OpportunityWe are seeking a Senior Vice President to lead our Wealth Management division. This role will be responsible for providing end-to-end investment advisory and wealth management solutions to High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.Key Responsibilities:Client Acquisition & Relationship Management: Acquire, nurture, and grow...

  • Wealth Development Specialist

    2 days ago

    Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Job TitleAs a Financial Services Specialist, you will be the face of our personalized wealth management platform. You will help clients make smarter investment decisions while growing their wealth.You will be responsible for building relationships, closing deals, and managing your sales pipeline like a pro.Be the first point of contact for...

  • Strategic Wealth Manager

    4 days ago

    Erode, Tamil Nadu, India beBeeWealth Full time ₹ 10,80,000 - ₹ 12,15,000

    Financial Advisory PositionWe are seeking a professional with exceptional wealth management skills to support our clients in achieving their financial goals.This role involves building strong relationships with high net worth individuals, providing personalized investment advice and services to help them make informed decisions about their financial...

  • Strategic Investment Manager

    2 days ago

    Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Job Summary:Wealth management is a dynamic field driven by the growth of startups. This role involves identifying, connecting, and onboarding investors to drive sales and build long-term client relationships.Key Responsibilities:Drive sales of curated investment opportunities in startups, venture funds, and alternate asset classes.Build and maintain client...

  • Investment Analyst Intern

    6 days ago

    Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

    About the OpportunityWe are seeking a highly motivated and talented student intern to join our wealth management team.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio...

  • Chief Investment Strategist

    4 days ago

    Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    About UsWe are a financial technology start-up developing innovative AI tools.About the RoleWe seek a talented student intern for Portfolio Management role. This opportunity is ideal for self-driven, financially skilled students with an eye for investment analysis and advisory.As a Wealth Manager, you will work on cutting-edge projects involving investment...

  • Finance Network Specialist

    2 days ago

    Erode, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000 - ₹ 30,00,000

    Business Development Manager: Wealth Fund OpportunitiesThis role involves identifying and engaging with High Net Worth Individuals (HNIs) who are interested in real estate investments. The successful candidate will have a strong network and the ability to generate new leads through various channels.Key Responsibilities:Lead Generation & Prospecting:Build...

  • High Net Worth Investment Manager

    7 days ago

    Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 14,08,000 - ₹ 25,16,000

    As a seasoned investment professional, you will be responsible for cultivating relationships with high-net-worth clients, expanding their wealth portfolios and providing expert guidance on strategic financial decisions.About the OpportunityIdentify and pursue new affluent clientele opportunitiesMaintain strong partnerships with high net worth individuals and...