Senior Wealth Strategist

3 days ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Senior Wealth Strategist

Our organization seeks a seasoned Senior Wealth Strategist to provide high-net-worth clients with customized investment solutions and relationship management services.

  • The ideal candidate will have experience managing large portfolios, developing asset under management, and providing end-to-end investment advisory services.
  • A deep understanding of client risk profiles and the ability to recommend suitable financial solutions is essential.
  • Key responsibilities include achieving revenue targets through effective client relationship management and cross-selling.
  • Frequent portfolio reviews and rebalancing as per market dynamics are also required.

We are looking for an individual who can ensure compliance with all internal processes, regulatory requirements, and documentation standards.

Benefits
  • Opportunities for career growth and professional development.
  • A dynamic work environment with a team of experienced professionals.

Please note that the salary range for this position has been removed in accordance with company policy.

  • Strategic Wealth Manager

    24 hours ago

    Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 10,00,000

    Job Title: Portfolio StrategistRole DescriptionAs a Portfolio Strategist, you will play a pivotal role in supporting the Regional Manager (RM) in maintaining and building their wealth management business.Key Responsibilities:Financial Planning and Portfolio Strategy:Assist the RM in creating comprehensive financial plans for clients, taking into account...

  • Asset Strategist

    24 hours ago

    Bengaluru, Karnataka, India beBeeWealth Full time ₹ 23,00,000 - ₹ 27,50,000

    Job Title: Asset StrategistWe are seeking a highly skilled and experienced professional to join our team as an asset strategist. The ideal candidate will have a deep understanding of wealth management principles and be able to effectively convert paper-based journeys to digital ones.The successful candidate will have excellent communication skills,...

  • Leading Wealth Creation Strategist

    4 days ago

    Bengaluru, Karnataka, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Unlock Your Potential as a Wealth ManagerAre you ready to take your career to the next level and lead high net worth clients towards sustainable wealth creation?This is an exceptional opportunity to join a global private banking platform with a robust product offering and contribute to its growth in India.Job Overview:The successful candidate will be...

  • Senior Product Strategist

    4 days ago

    Bengaluru, Karnataka, India beBeeProduct Full time US$ 12,00,000 - US$ 15,00,000

    Job Title:Senior Product StrategistThe role of the Senior Product Strategist is to collaborate with product managers for measuring and monitoring the performance of products or services, as well as presenting consumer, market, and competitive intelligence.

  • Senior AI Strategist

    3 days ago

    Bengaluru, Karnataka, India beBeeData Full time US$ 1,00,000 - US$ 1,50,000

    Job Title: Senior AI StrategistWe are seeking a highly skilled and experienced Senior AI Strategist to lead our data science team.About the Role:

  • Wealth Management Intern

    4 weeks ago

    Bengaluru, Karnataka, India Prosperr Full time

    About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

  • Senior Wealth Management Team Leader

    4 days ago

    Bengaluru, Karnataka, India beBeeTeamBuilder Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Leadership RoleWe are seeking a seasoned professional to lead a team of Relationship Managers in providing world-class service to high-value clients.This is an opportunity for someone with expertise, empathy, and integrity to grow their wealth management business while making a meaningful impact on clients' lives.Responsibilities:Persistently manage a...

  • Senior Portfolio Strategist

    3 days ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title:Senior Wealth ManagerWealth Management OpportunitiesAt our organization, we are committed to delivering exceptional investment solutions to high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs). Our team of wealth managers work closely with clients to understand their financial goals and develop customized investment...

  • Senior Growth Strategist

    22 hours ago

    Bengaluru, Karnataka, India beBeeStrategist Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title:Senior Growth Strategist">Job Description:The Senior Growth Strategist will play a key role in developing and executing business growth strategies that drive revenue expansion, customer acquisition, and retention.The ideal candidate will have a proven track record of successfully identifying and capitalizing on new business opportunities, as well...

  • Senior Application Strategist

    1 day ago

    Bengaluru, Karnataka, India beBeeApplication Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Job Title: Senior Application StrategistAbout the Role:The Senior Application Strategist plays a pivotal role in spearheading the development, configuration, and deployment of applications. This position demands exceptional technical expertise and leadership abilities.Collaborate with stakeholders to gather requirements, ensuring alignment with business...