Private Wealth Expert

1 week ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 28,00,000

Key Responsibilities

  • Serve as a key support partner to the Private Wealth team, collaborating closely with colleagues to drive business growth and deliver exceptional client experiences.

  • Prepare comprehensive client proposals that showcase our wealth management services, leveraging expert knowledge of financial markets, investment products, and asset allocation principles.

Our ideal candidate will possess:

  • A Bachelor's or Master's degree in Finance, Economics, Business, or a related field; holding CFA/CFP certifications is highly valued.

  • 2-5 years of experience in wealth management, investment advisory, or portfolio analysis, with a strong track record of success.

  • Advanced Excel and financial modeling skills, as well as expertise in data analysis and interpretation.

With a focus on quality and delivery, you will be an excellent communicator, able to articulate complex ideas in a clear and concise manner. Your enthusiasm for delivering exceptional client experiences will drive your success in this role.

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