Financial Strategist

20 hours ago

Thiruvananthapuram, Kerala, India beBeeInvestmentManager Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

We are seeking a skilled Investment Manager to advise clients on their investments and manage their overall financial portfolio.

Job Summary:

The ideal candidate will have 3-5 years of experience in Private Banking or Wealth Management, with good vintage in their current and previous companies. They will be responsible for managing high net worth clients with minimum investment amounts of Rs.1 Cr and above.

Main Responsibilities:
  • To provide personalized investment solutions to clients and deepen wallet from existing relationships.
  • To track the Affluent & Super Affluent Client segment in the market for new client acquisition opportunities.
Key Requirements:
  • Bachelor's degree in Finance or related field.
  • Excellent communication and interpersonal skills.
  • Able to work independently with minimal supervision.
Benefits:
  • Premium salary package with performance-based bonuses.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
Others:

The selected candidate will be expected to adhere to all relevant laws, regulations, and company policies.

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