Wealth Management Professional

1 week ago

Meerut, Uttar Pradesh, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 8,00,000
Gain Financial Knowledge with Our Wealth Management Team

As a Client Service Associate, you will play a pivotal role in supporting our team's efforts to help individuals and families achieve their financial goals. We strive to provide personalized services tailored to each client's unique needs and life objectives.

We're dedicated to delivering exceptional service and fostering lasting relationships built on trust and understanding.

Key Responsibilities:

  • Assist with client onboarding, documentation, and servicing processes
  • Support customer communication and service delivery
  • Help with back-office coordination and day-to-day operational tasks
  • Learn and work on Excel, CRM tools, and other financial platforms
  • Collaborate with the team and contribute to ongoing projects as needed

Requirements:

  • Strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • Basic understanding of financial concepts is a plus
  • Readiness to take on multiple roles and responsibilities in a dynamic environment
  • Commitment to completing mandatory certifications as per regulatory or business requirements
  • Bachelor's degree in Finance, Business, or related field

This internship offers an excellent opportunity for growth and development, providing hands-on experience in wealth management. High-performing candidates may be offered a full-time role upon successful completion of the internship.

  • Senior Wealth Management Specialist

    4 days ago

    Meerut, Uttar Pradesh, India beBeeDomain Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Wealth Management Domain ExpertWe are seeking a highly skilled Wealth Management Domain Expert to guide the successful implementation of a Digital Wealth platform. The Domain Expert will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is...

  • Global Wealth Strategist

    1 day ago

    Meerut, Uttar Pradesh, India beBeeDiversifiedInvestments Full time ₹ 1,20,00,000 - ₹ 1,75,00,000

    Global Wealth StrategistAs a key member of our team, you will play a pivotal role in driving the development and expansion of our wealth management division.">Job Description:We are seeking an experienced Global Wealth Strategist to lead the development and implementation of our wealth management strategy. This includes aligning with our global investment...

  • Private Wealth Strategist

    1 week ago

    Meerut, Uttar Pradesh, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

    We are seeking a skilled Private Wealth Strategist to join our team. ">About the RoleThis is a full-time on-site position for a Private Wealth Strategist, located in New Delhi. The successful candidate will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing...

  • Senior Wealth Management Specialist

    4 days ago

    Meerut, Uttar Pradesh, India beBeeFamilyOffice Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job SummaryWe are seeking a highly skilled Corporate Treasury and Family Office professional to join our team.Key Responsibilities:Investor Relations: Interact with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products.Marketing: Oversee marketing efforts, create investor...

  • Wealth Solutions Specialist

    1 week ago

    Meerut, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    About the OpportunityWe're seeking a skilled Private Banker to fill this key position. This role plays a pivotal part in acquiring High Net Worth Individuals (HNI) and Ultra HNI clients, building lasting relationships with them.About the RoleThe successful candidate will be responsible for selling investment and insurance products, as well as other bank...

  • High-Net-Worth Portfolio Manager

    2 days ago

    Meerut, Uttar Pradesh, India beBeeWealth Full time ₹ 55,00,000 - ₹ 65,50,000

    Senior Wealth Manager RoleThe Senior Vice President of Wealth Management will oversee a portfolio of high-net-worth clients, providing comprehensive wealth management solutions.

  • Portfolio Manager

    2 days ago

    Meerut, Uttar Pradesh, India beBeeWealth Full time ₹ 70,00,000 - ₹ 1,23,00,000

    Senior Wealth Planner RoleA leading fintech company seeks a senior financial planning professional to manage high net worth individual (HNI) portfolios and drive long-term financial success for clients.

  • Senior Investment Manager

    24 hours ago

    Meerut, Uttar Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

    Financial Services ProfessionalWe are seeking a skilled and client-focused Advisor – RCAD to join our Wealth Advisory team.Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.Cross-sell a range of financial...

  • Enterprise Risk Professional

    1 week ago

    Meerut, Uttar Pradesh, India beBeeRisk Full time ₹ 1,70,00,000 - ₹ 2,35,00,000

    Job Title: Enterprise Risk ProfessionalWe are seeking an experienced and skilled Enterprise Risk Professional to join our team. The ideal candidate will have a strong background in risk management, with experience in identifying, assessing, and mitigating risks across various industries.Responsibilities:Analyze complex financial data to identify potential...

  • Lead Wealth Management Specialist

    4 days ago

    Meerut, Uttar Pradesh, India beBeeInvestmentProductsManager Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job Title: Investment Products Portfolio ManagerJob Description:We are seeking an experienced Investment Products Portfolio Manager to lead our team of relationship managers, client servicing professionals, and other staff members. The ideal candidate will have a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and...