
Wealth Management Intern
2 days ago
Our company offers a wealth management internship for ambitious individuals who want to develop their skills in client servicing and financial advisory. This opportunity provides hands-on experience and a chance to learn from industry experts.
We are looking for a detail-oriented and motivated candidate with strong communication skills, basic understanding of financial concepts, and a willingness to learn and grow in the financial services industry. The ideal candidate will have a bachelor's degree in Finance or a related field and be able to take on multiple roles and responsibilities in a dynamic environment.
- Assist with client servicing and documentation 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
We offer an excellent learning platform for those looking to build a career in wealth management. Upon successful completion of the internship, high-performing candidates may be offered a full-time role.
-
Wealth Management Specialist
2 days ago
Kota, Rajasthan, India beBeeWealth Full time ₹ 60,00,000 - ₹ 80,00,000Job OpportunityWe are seeking a skilled and experienced professional to join our team as a Wealth Management Specialist. The ideal candidate will have a strong understanding of financial planning and estate planning, as well as experience in investment management and portfolio optimization.Key ResponsibilitiesThe Wealth Management Specialist will be...
-
Executive Wealth Strategist
3 days ago
Kota, Rajasthan, India beBeeWealth Full time ₹ 8,00,000 - ₹ 15,00,000Role OverviewThe company seeks a dynamic and results-driven Wealth Manager to expand its relationships department. The successful candidate will be responsible for building and maintaining strong client relationships, converting qualified leads into managed portfolios, and providing high-quality wealth management services.Key Responsibilities:Develop and...
-
Wealth Management Specialist
2 days ago
Kota, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Role OverviewA Private Banker is a key position in wealth management, responsible for building long-lasting relationships with high net worth individuals and ultra-high net worth individuals.
-
Wealth Management Training Specialist
6 hours ago
Kota, Rajasthan, India beBeeTraining Full time ₹ 1,20,00,000 - ₹ 1,80,00,000Job DescriptionAs a Product Trainer – Wealth Products, you will be responsible for empowering new Relationship Managers to excel in their roles. Your key objective will be to deliver comprehensive training sessions on wealth management products and solutions tailored for High Net-Worth Individuals (HNIs) and institutional clients.You will provide...
-
Finance Operations Manager
3 days ago
Kota, Rajasthan, India beBeeTreasury Full time ₹ 1,20,00,000 - ₹ 1,50,00,000Job DescriptionWe are seeking an experienced Treasury Specialist to join our team and support the Treasury Head in managing treasury operations.The successful candidate will be responsible for cash flow management, banking and credit/debt arrangements, investments/wealth management, Forex hedging, CMS process, providing business solutions for customer/vendor...
-
Alternative Investment Management
3 days ago
Kota, Rajasthan, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000Job Title: Investment ManagerWe are advancing the investment industry by developing innovative strategies to help our clients achieve their goals. Our firm spans asset management, wealth management, and fintech, offering a range of solutions to support investors.We have a dynamic culture shaped by the diverse perspectives and experiences of our talented...
-
Expert Financial Planners Wanted
3 hours ago
Kota, Rajasthan, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000Job Role: Financial AdvisorWe are seeking a highly skilled Financial Planner to lead our wealth management team.Key Responsibilities:Broaden and deepen relationships with high net worth clients.Develop tailored wealth management solutions based on client needs and goals.Conduct thorough reviews to identify personal and financial requirements of...
-
Full Stack Product Developer
3 hours ago
Kota, Rajasthan, India beBeeProductThinker Full time ₹ 50,00,000 - ₹ 1,00,00,000Product Engineer Job DescriptionThe ideal candidate for this role will have a deep understanding of product requirements, strong coding skills in both backend and frontend technologies, and experience with API development, integration, and database management.Key responsibilities include:Designing and implementing end-to-end featuresEnsuring robust product...
-
Portfolio Manager
3 days ago
Kota, Rajasthan, India beBeeWealthManager Full time ₹ 1,00,00,000 - ₹ 2,50,00,000Job DescriptionAs a seasoned professional, you will play a pivotal role in managing the financial portfolios of affluent and high net worth clients. Your primary objective will be to acquire new clients and maintain strong relationships with existing ones.Key responsibilities include:Identifying and acquiring high net worth clients through strategic...
-
Executive Leader
2 days ago
Kota, Rajasthan, India beBeeBusiness Full time ₹ 5,00,000 - ₹ 10,00,000Job Title: Business ExecutiveWe are seeking a skilled and experienced Business Executive to join our organization. The successful candidate will be responsible for identifying potential partners, establishing and maintaining business relationships, and negotiating and closing partnership deals.The role involves analyzing market trends and competitors to...