Wealth Investment Strategist

14 hours ago


Bengaluru, Karnataka, India beBeeInvestment Full time US$ 1,50,000 - US$ 2,00,000

Drive career growth with a leading wealth management business, where you'll be valued and respected.

About the Role
  • Create innovative strategies for delivering investment content across various channels and formats.
  • Lead and inspire high-performing teams to achieve organizational goals, fostering a culture of innovation and creativity.
  • Oversee the performance and development of team members, providing mentorship and coaching.
  • Design tailored learning content that aligns with industry training requirements and commercial priorities.
  • Ensure effective implementation of training sessions and workshops that meet client needs.
  • Monitor and assess the effectiveness of learning initiatives, making adjustments as necessary.
Key Requirements
  • Post-Graduation or MBA from a reputable institution with investment certifications preferred.
  • 8+ years in Asset Management and Capital Markets industry, with at least 5 years in Sales Management, coaching, and distribution support.
  • Strong understanding of financial markets, macroeconomic environments, and investment products.
  • Proven leadership abilities to inspire and motivate teams.
  • Strong analytical skills with ability to distill complex data into actionable insights.


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

    Senior Wealth StrategistOur organization seeks a seasoned Senior Wealth Strategist to provide high-net-worth clients with customized investment solutions and relationship management services.The ideal candidate will have experience managing large portfolios, developing asset under management, and providing end-to-end investment advisory services.A deep...


  • Bengaluru, Karnataka, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,80,00,000

    We are seeking a highly skilled Private Wealth Strategist to join our team.About the RoleThe Private Wealth Strategist will be responsible for developing and implementing comprehensive wealth management plans that meet the unique financial needs and goals of high net-worth individuals, retail clients, corporate houses, and financial institutions.Creating and...


  • Bengaluru, Karnataka, India beBeeWeb3Investment Full time ₹ 20,00,000 - ₹ 25,00,000

    Wealth Investment ProfessionalThe Hashed Emergent Wealth Investment Internship is a high-intensity program for exceptional talent at the intersection of technology, investing, and Web3.Over 6 months, interns will work as embedded members of our investment team, gaining front-row access to deal flow from promising startups in the region and globally. You will...


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

    Investment Analyst\At Dezerv, we're building a platform that leverages decades of investment expertise to help individuals invest better for their future. We're passionate about helping Indians grow their wealth without the stress, time, and costs involved in traditional investing.\


  • Bengaluru, Karnataka, India beBeeWealth Full time ₹ 18,00,000 - ₹ 24,00,000

    Strategic Wealth Management OpportunitiesWe facilitate connections between people, capital, and innovative ideas to deliver exceptional client experiences. Our organization provides comprehensive financial services, including investment banking, securities, and investment management solutions.Key Responsibilities:Collaborate with cross-functional teams to...


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

    Unlock Your Potential as a Wealth ManagerAre you ready to take your career to the next level and lead high net worth clients towards sustainable wealth creation?This is an exceptional opportunity to join a global private banking platform with a robust product offering and contribute to its growth in India.Job Overview:The successful candidate will be...


  • Bengaluru, Karnataka, India Ingenetus Full time

    Company DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...

  • Investment Analyst

    2 weeks ago


    Bengaluru, Karnataka, India Dezerv Full time

    Job DescriptionDezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global...

  • Wealth Manager

    2 days ago


    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,20,000

    About This RoleAt our organization, we are seeking a highly skilled Wealth Manager to join our team. This is an exciting opportunity for an experienced professional to take on a challenging role and make a meaningful contribution to our company.The ideal candidate will have a strong background in finance and wealth management, with excellent communication...


  • Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    About Wealth Management We are a rapidly growing financial services firm focused on delivering customized investment solutions to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).We offer a comprehensive range of wealth management instruments, including equity, mutual funds, Portfolio Management Services (PMS), Alternative...