Wealth Management Professional

4 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878

About This Role

We are seeking an experienced Financial Advisor to join our team. As a Private Wealth Manager, you will be responsible for developing personalized wealth management strategies for high net-worth individuals and corporate clients.

This is a full-time on-site position located in New Delhi. The ideal candidate will have a strong background in financial planning, investment management, and client service.

Key Responsibilities
  • Conduct comprehensive financial needs analyses for clients.
  • Develop and implement tailored wealth management plans.
  • Provide ongoing portfolio management and investment guidance.
  • Maintain excellent relationships with clients and stakeholders.
Qualifications
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Certified Financial Planner (CFP) designation preferred.
  • Strong interpersonal and communication skills.
  • Ability to work independently and as part of a team.
  • Minimum 2+ years of experience in client-focused roles and wealth management.

What We Offer

Competitive salary and benefits package.

Ongoing professional development opportunities.

A dynamic and supportive work environment.

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