Financial Strategist

3 days ago


Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

Overview

  • This role is responsible for building and maintaining relationships with high net worth individuals (HNIs).

The ideal candidate will have extensive experience in portfolio management, wealth creation, and financial advisory services. As a key member of the advisory team, you will be expected to lead engagements across multiple areas including wealth management, business strategy, mentorship, tax planning, estate planning, family governance, and more.

  • You will utilize your expertise to understand clients' risk tolerance, short-term and long-term goals, and develop tailored asset allocation strategies.
  • Analyze and review client portfolios to ensure alignment with their objectives.
  • Provide seamless service by coordinating with cross-functional teams to deliver an exceptional client experience.
  • Foster relationships by understanding clients' unique investment needs and offering relevant solutions through in-house and external partnerships.
  • Promote growth in assets under advisement and expand existing relationships.


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