Strategic Asset Advisor

6 days ago

Udaipur, Rajasthan, India beBeeWealth Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Opportunity

We are seeking a skilled Wealth Management Professional to join our team.

  • As a Wealth Management Professional, you will be responsible for building and maintaining strong relationships with High Net-Worth Individuals (HNIs), providing them with customized financial strategies aligned with their goals.
  • You will convert qualified leads into managed portfolios, advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products, and monitor and review client portfolios to ensure consistent performance.

Requirements:

  • 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:

  • Opportunity to work in a dynamic and growth-oriented environment
  • Chance to develop your skills and expertise in wealth management
  • Collaborative and supportive team environment

About Us:

We are a premier end-to-end wealth advisory firm dedicated to helping HNIs achieve their financial goals through personalized investment strategies. Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions. We focus on building long-term trust and delivering measurable growth.

Location:

We're hiring at our new 2.5-acre green campus in Malkapur (near Jalgaon/Akola). The campus offers tree-lined walkways, open courtyards, and quiet zones for deep focus.

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