Financial Portfolio Manager

7 hours ago


Vellore, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Seeking a seasoned Wealth Strategist to acquire affluent clients through tailored investment advice and relationship management. A key responsibility includes managing client relationships, generating assets under management from preferred clients, and advising on investments to optimize their financial portfolios.Key Qualifications:
  • Minimum 3-5 years of experience in private banking or wealth management with a stable tenure of at least 3-4 years.
  • Proven ability to handle and manage clients with a minimum investment amount of Rs.1 Cr and above.
What We Offer:

A dynamic work environment, competitive compensation, and opportunities for growth and development make us an attractive employer.



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