Senior Financial Manager

2 weeks ago


Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Overview

We offer a transparent, data-driven approach to financial success, focusing on wealth creation, risk management, tax planning, and estate planning for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.

Our certified company fosters a culture of trust, collaboration, and excellence.

Key Responsibilities:

  • Develop and manage client relationships to enhance and acquire Assets Under Management (AUM).
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Review and service portfolios to create a positive experience for clients.
  • Onboard new relationships and conduct marketing activities to increase managed clients.
  • Maintain full ethics in providing services and analysis.
  • Work closely with product teams for delivering specialized advice.

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