Wealth Management Professional

6 days ago


Jaipur, Rajasthan, India beBeeWealthManagement Full time
Job Title: Wealth Manager

We are seeking a highly skilled and experienced wealth manager to join our team. The ideal candidate will have a strong understanding of financial products and markets, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Review client account opening documentation to ensure compliance with regulatory and internal policies.
  • Understand and implement power of attorney processing and client onboarding controls.
  • Participate in the sighting and distribution of incoming orders in the emergency desk.
  • Oversight of notifications preparation and timely client and business updates.
  • Process securities orders, including closure of accounts, deposits, and investment products.
  • Edit lists and settle internal deposits.
  • Handle written orders and support project teams on data migration projects.
Required Skills and Qualifications:
  • German language proficiency (B1 level).
  • Strong understanding of financial products and markets.
  • 2-4 years of experience in security services in private banking.
  • Hands-on experience in reviewing client onboarding documentation.
  • Ability to work in multiple or rotational shifts.
Benefits:
  • Best-in-class leave policy.
  • Gender-neutral parental leaves.
  • 100% reimbursement for childcare assistance benefits.
  • Sponsorship for industry-relevant certifications and education.
  • Employee Assistance Program for you and your family members.
  • Comprehensive hospitalization insurance for you and your dependents.
  • Accident and term life insurance.
  • Complimentary health screening for individuals 35 years and above.


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