
Strategic Wealth Advisor
5 days ago
Build and maintain long-lasting relationships with high-net-worth clients, providing personalized wealth management solutions. Focus on delivering exceptional client service and driving business growth through strategic marketing and relationship-building initiatives.
Job Responsibilities
-
Strategic Wealth Advisors Wanted
1 week ago
Mumbai, Bengaluru / Bangalore, Chennai, India beBeeAdviser Full time ₹ 8,00,000 - ₹ 12,00,000Strategic Wealth Advisors WantedWe are seeking experienced and driven wealth advisors to join our team. As a strategic advisor, you will be responsible for acquiring, managing, and advising high net worth clients. Your role will involve driving revenue across a diverse range of investment products and ensuring unparalleled client satisfaction.Key...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Strategic Wealth Advisor
2 days ago
Pune, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000Financial Solutions ExpertWe are seeking a highly skilled Financial Solutions Expert to join our team.The role involves building strong, long-lasting relationships with clients and providing exceptional customer service. The Financial Solutions Expert collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and...
-
Private Wealth Advisor
3 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...
-
Strategic Wealth Manager
1 week ago
Jaipur, Cochin / Kochi / Ernakulam, Pune, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000Private Wealth Manager - PCG Advisor RoleWe are seeking a seasoned Private Wealth Manager to lead our PCG (Private Client Group) advisory practice. As a strategic partner, you will be responsible for advising Ultra HNI clients on complex financial products and fostering strong relationships with business associates to drive scalable business growth.Key...
-
Wealth Advisor
10 hours ago
Mumbai, Maharashtra, India White Force Full timeJob description Key Roles / Responsibilities * Plan the day's work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size * Identify fitment of Wealth Advisory products matching the client's investing goals * Interact with potential customers with the emphasis on high quality lead conversions. *...
-
Wealth Advisor
4 days ago
Navi Mumbai, Maharashtra, India White Force Full timeJob description Key Roles / Responsibilities * Plan the day's work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size * Identify fitment of Wealth Advisory products matching the client's investing goals * Interact with potential customers with the emphasis on high quality lead conversions. *...
-
Wealth Advisor
3 days ago
Lower Parel, Mumbai, Maharashtra, India Paramount HR Full timeKey Roles / Responsibilities **Plan the day’s work with emphasis on leads to be contacted basis theimportance of the Wealth Advisory funnel and size** Identify fitment of Wealth Advisory products matching the client’s investing goals **Interact with potential customers with the emphasis on high qualitylead conversions.** Proactively follow up leads...
-
Strategic Wealth Management Professional
2 days ago
Mumbai, Maharashtra, India beBeeStrategic Full time ₹ 22,50,000 - ₹ 33,75,000Strategic Wealth Management Professional Unlock new opportunities with your career.Job DescriptionIn today's fast-paced world, organizations help their customers manage and grow their wealth. As a Strategic Wealth Management Professional, you will be part of a global team serving millions of customers worldwide.Key ResponsibilitiesDevelop in-depth knowledge...
-
Wealth Advisor
4 days ago
Lower Parel, Mumbai, Maharashtra, India Paramount HR Full timeKey Roles / Responsibilities **Plan the day’s work with emphasis on leads to be contacted basis theimportance of the Wealth Advisory funnel and size** Identify fitment of Wealth Advisory products matching the client’s investing goals **Interact with potential customers with the emphasis on high qualitylead conversions.** Proactively follow up leads...