Finance Specialist

2 days ago

Solapur, Maharashtra, India beBeeWealthManagement Full time ₹ 20,00,000 - ₹ 25,00,000
Wealth Management Professional

Revolutionizing wealth management, we foster a partnership between financial advisors and our firm to deliver client-centric solutions.

NWPs leadership team brings over 120 years of combined experience managing significant assets earning numerous prestigious awards. Our commitment to unbiased transparent and cost-effective client solutions drives our success.

The Role

The Wealth Manager will manage day-to-day financial planning investment management and asset allocation tasks working closely with clients to understand their financial goals providing tailored advice ensuring effective wealth management. Collaboration with other partners utilizing firms resources optimizes client solutions enhances service delivery.

Requirements

  • Financial Planning Finance skills
  • Investments Asset Allocation expertise
  • Strong analytical problem-solving skills
  • Excellent communication interpersonal skills
  • Ability to build maintain long-term client relationships
  • Bachelors degree in Finance Economics Business or related field; relevant certifications desirable

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