Executive Wealth Strategist

4 days ago


Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Our company offers high net worth clients personalized wealth management services. These solutions are designed to meet their unique financial needs and goals.

Key Responsibilities:
  • We identify and address our clients' financial requirements
  • Develop tailored wealth management strategies for each client
  • Provide investment guidance
  • Perform tasks such as financial planning, estate planning, and investment management

To succeed in this role, you will need strong interpersonal and communication skills, ability to work independently and as part of a team, and relevant skills and qualifications.


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