Chief Investment Strategist

4 days ago


Bharatpur, Rajasthan, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Personalized Wealth Management Opportunities

We offer customized wealth management solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions.

  • Investment Solutions
  • Portfolio Management

Our experienced team emphasizes transparency, high client focus, and proactive risk management to deliver tailored strategies.

This is a full-time role that requires understanding and addressing clients' financial needs and goals. Responsibilities include developing personalized wealth management strategies and providing guidance on investment solutions.

Key Requirements
  • Financial Planning skills
  • Certified Financial Planner (CFP) designation
  • Investment Management expertise
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Experience in client-focused roles and wealth management
  • Bachelor's degree in Finance, Economics, Business, or a related field

Daily tasks involve financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.



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