Financial Strategist

1 week ago

Delhi, Delhi, India beBeeWealth Full time US$ 7,50,000 - US$ 12,00,000

Job Overview:

We seek a skilled Wealth Manager to develop personalized financial plans, construct portfolios, and provide market insights.

This is an immediate opening for candidates with 1-2 years of experience in wealth management or related fields.

The ideal candidate will have strong analytical skills, proficiency in Excel, PowerPoint, and financial tools, as well as excellent communication skills.

  • Develop personalized financial plans aligned to client goals, risk profiles, and investment preferences.
  • Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
  • Conduct research and comparative analysis across wealth management products.
  • Track and report on market trends, economic developments, and regulatory updates.
  • Provide regular updates on investment performance and market insights to clients.
  • Coordinate client meetings and manage operational/documentation requirements.
  • Collaborate with internal teams and external advisors for integrated solutions.

Required Skills:

  • Bachelor's degree in Finance, Economics, or related fields.
  • Strong academic record and interest in long-term career in wealth management.
  • Proficiency in financial planning tools, portfolio software, and MS Office.
  • Ideal location: Delhi/NCR.
  • Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset.

About the Role:

As a Wealth Manager, you will be responsible for developing and implementing financial strategies that meet the needs of our clients. You will work closely with our team to understand client goals and objectives, and develop tailored financial plans to achieve them.

We Offer:

  • A dynamic and entrepreneurial work environment.
  • Ongoing training and professional development opportunities.
  • A competitive salary and benefits package.

About Us:

We are a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital, and wealth management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network.

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