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Expert Financial Strategist

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Ajmer, Rajasthan, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

The Private Wealth Manager role at our organization is a challenging and rewarding position that requires a deep understanding of clients' financial needs and goals.

We are seeking an experienced and skilled individual who can develop personalized wealth management strategies and provide guidance on investment solutions.

Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.

Key Responsibilities:
  • Understand and address clients' financial needs and goals
  • Develop personalized wealth management strategies
  • Provide guidance on investment solutions
Requirements:
  • Financial Planning and Estate Planning skills
  • Certified Financial Planner (CFP) designation
  • Investment Management and Finance expertise
  • Excellent interpersonal and communication skills