
Senior Investment Advisor Role for High Net Worth Clients
2 days ago
We are seeking a seasoned Advisor to join our Wealth Advisory team.
The ideal candidate will have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.
Key Responsibilities
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High Net Worth Client Advisor
1 week ago
Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 95,00,000 - ₹ 1,55,00,000Job Opportunity: Relationship ManagerWe are seeking a dynamic professional to join our team as a Relationship Manager. This role involves building and maintaining strong relationships with high net worth individuals, providing them with high-quality wealth management services.The ideal candidate will have a strong background in finance, excellent...
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High Net Worth Financial Advisor
18 hours ago
Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Title: Private Wealth">Role & Responsibilities:">To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.">To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.">To conduct regular portfolio reviews and performance...
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High Net Worth Portfolio Manager
1 week ago
Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 12,00,000 - ₹ 15,00,000As a senior portfolio manager, you will be responsible for acquiring and managing high net worth individual clients, ensuring seamless service delivery.Key ResponsibilitiesAcquire and manage high net worth clients, focusing on building strong relationships and delivering tailored financial solutions.Analyze client portfolios to identify opportunities for...
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High Net Worth Relationship Specialist
1 week ago
Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000Job Title: High Net Worth Relationship SpecialistAbout the Role: We are seeking a skilled and experienced High Net Worth Relationship Specialist to join our team. As a key member of our sales force, you will be responsible for developing and maintaining relationships with high net worth individuals, identifying opportunities to increase business growth,...
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Senior Sales Advisor
2 days ago
Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Are you a sales professional looking for a challenging opportunity to grow your career? As a senior sales advisor, you will play a key role in building long-term relationships with high-net-worth individuals and investors.Role OverviewThe ideal candidate will have a strong understanding of real estate investment strategies and be able to provide expert...
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High Net Worth Client Strategist
1 week ago
Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 14,00,000 - ₹ 19,90,000Job DescriptionOur organization is seeking a Relationship Manager to develop and expand relationships with High Net Worth Individuals (HNIs) for Priority Business. This role requires strategic thinking, excellent communication skills, and the ability to work under pressure.Profiling clients to identify opportunities and match them to our...
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Senior Financial Advisor
18 hours ago
Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 3,00,00,000 - ₹ 5,00,00,000Job Opportunity: Wealth ManagerWe are seeking an experienced Wealth Manager to provide customized investment, insurance, and wealth planning solutions to high-net-worth clients. The ideal candidate will have a strong track record of building long-term relationships with clients, understanding their financial goals and risk tolerance.Key...
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Senior Financial Advisor
2 days ago
Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Financial Planning SpecialistWe are seeking a seasoned and accomplished financial planning professional with a proven track record in relationship management to serve as a trusted advisor to our clients.About the Role:This role will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans,...
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Aligarh, Uttar Pradesh, India beBeeLuxury Full time ₹ 5,00,000 - ₹ 50,00,000Job Opportunity: Luxury Retail ManagerWe are seeking a seasoned professional to lead our retail operations and drive sales in our Gurgaon store. The ideal candidate will possess strong skills, a passion for fashion, and a proven track record of achieving targets and delivering exceptional customer service.Oversee all aspects of our retail operations,...
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Executive Director of Financial Planning
2 days ago
Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 65,00,000Job TitleThe role of Senior Vice President of Wealth Management is a senior-level position that involves overseeing the management of high-net-worth and ultra-high-net-worth clients.This individual will be responsible for building and maintaining relationships with clients, providing them with investment advisory services and wealth management solutions.Key...