Chief Financial Strategist

3 days ago


Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 40,00,000
Financial Portfolio Manager Position

The ideal candidate will play a pivotal role in establishing and maintaining relationships with high net worth clients.

Key Responsibilities:
  • Identify and acquire new affluent clients to expand the client base
  • Maintain existing client relationships to generate significant revenue through investment management
  • Provide expert advice on investments and manage clients' overall financial portfolios
  • Deepen relationships with existing clients to increase their investment portfolio
  • Monitor market trends to identify opportunities for new client acquisition

Requirements:

  • Minimum 3-5 years of experience in wealth management or private banking
  • Proven track record of managing high net worth clients with a minimum investment amount of Rs.1 Cr and above
  • Excellent communication and relationship-building skills


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