
Senior Wealth Strategist
4 days ago
We offer bespoke wealth management solutions tailored to meet the individual financial needs and objectives of our clients. Our dedicated team provides a range of investment options for high net worth individuals, retail clients, corporate entities, and financial institutions.
Main Responsibilities:- Identify and address clients' financial requirements and goals
- Develop customized wealth management strategies
- Offer guidance on investment opportunities
Daily tasks include financial planning, estate planning, investment management, and delivering exceptional client satisfaction through dedicated service.
Key Qualifications:- Proficiency in Financial Planning and Estate Planning
- Certified Financial Planner (CFP) certification
- Expertise in Investment Management and Finance
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Experience in client-focused roles and wealth management
- Bachelor's degree in Finance, Economics, Business, or a related field
-
Senior Financial Planner
2 days ago
Thoothukudi, Tamil Nadu, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Expert Wealth StrategistJob DescriptionAs a skilled wealth strategist, you will have the opportunity to support a number of individual clients with financial management. Our commitment is to deliver personalised, independent financial advice to each of our clients.Build and develop a bank of wealth management clients.Manage and support a portfolio of...
-
Senior Engineering Strategist
2 days ago
Thoothukudi, Tamil Nadu, India beBeeEngineering Full time ₹ 90,00,000 - ₹ 1,20,00,000**Job Description**This senior role focuses on developing and implementing strategies for the hotel's engineering department. The goal is to maximize profitability and revenue by effectively managing the department.The successful candidate will be responsible for:Developing and implementing business strategies aligned with the hotel's overall mission,...
-
Senior Financial Strategist
4 days ago
Thoothukudi, Tamil Nadu, India beBeeFinance Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Financial StrategistJob Summary:A seasoned professional with expertise in developing and implementing financial strategies to drive business growth. The ideal candidate will have a strong background in financial planning, analysis, and reporting.Key Responsibilities:Develop and implement financial strategies to achieve organizational goalsCollaborate with...
-
Content Strategist
5 days ago
Thoothukudi, Tamil Nadu, India beBeeContent Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Content StrategistOverview of the RoleThe Content Strategist is a key player in scaling our global content transformation journey. This role involves defining new standards for creative and technical content, working with senior leaders, and collaborating with global teams.Lead content development across campaigns, platforms, and product...
-
Senior Financial Services Strategist
3 days ago
Thoothukudi, Tamil Nadu, India beBeeWealthDevelopment Full time ₹ 18,00,000 - ₹ 2,50,00,000We are seeking a dynamic Business Development Manager to join our team at the intersection of wealth management, private markets, and innovation.As a key member of our team, you will be responsible for building strong partnerships with wealth managers, IFAs, and institutions. You will work across investment products, startup funding, and estate planning,...
-
Senior Manager/Compliance Strategist
4 days ago
Thoothukudi, Tamil Nadu, India beBeeCompliance Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Senior Manager/Chief Manager-Compliance Job DescriptionThis is an exciting opportunity to lead our Compliance team as a Senior Manager/Chief Manager-Compliance. The successful candidate will be responsible for ensuring compliance with regulatory requirements across various asset classes.The role involves coordinating with clients to ensure SEBI AIF/PMS...
-
Director of Digital Products
3 days ago
Thoothukudi, Tamil Nadu, India beBeeProduct Full time ₹ 60,00,000 - ₹ 80,00,000Job Title: Senior Product StrategistA young and vibrant organization focused on operations and technology solutions is seeking a Senior Product Strategist to define and drive the product vision, strategy, and roadmap across our platform.You will work closely with engineering, design, marketing, operations, compliance, and external partners to deliver...
-
Finance Professional
3 days ago
Thoothukudi, Tamil Nadu, India beBeewealth Full time ₹ 10,00,000 - ₹ 15,00,000Job Title: Portfolio Strategist As a critical member of our team, you will be responsible for acquiring and managing high net worth clients, ensuring seamless service delivery. Your expertise in wealth management and financial markets knowledge will enable you to conduct thorough client profiling and offer a range of products including debt, equity, mutual...
-
Senior Design Strategist
5 days ago
Thoothukudi, Tamil Nadu, India beBeeDesigner Full time ₹ 1,20,00,000 - ₹ 2,40,00,000We are seeking a seasoned Design Strategist to develop user-centered solutions that drive business growth.The ideal candidate will possess strong experience in UI/UX and application development, with hands-on knowledge of Microsoft Dynamics 365, Power Apps, and Power Automate.They will collaborate closely with cross-functional teams to ensure design aligns...
-
Senior Operations Leader
5 days ago
Thoothukudi, Tamil Nadu, India beBeeCompliance Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Operations Management LeadWe are seeking an experienced leader to manage large-scale operations across Banking, Financial Services, and Insurance (BFSI). The role requires strong expertise in Wealth Management, Retail Banking, Compliance, and Financial Risk functions, along with leadership skills to drive automation, transformation, and continuous...