Wealth Manager

2 weeks ago

Mount Abu, Rajasthan, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
Private Banking Career

The role of a Private Banker involves managing day-to-day financial planning, investment management, and asset allocation tasks with precision and care.

We redefined the traditional wealth management approach by fostering a partnership between bankers and the firm. This synergy enables us to deliver client-centric solutions that drive long-term success.

  • We seek an experienced professional with strong financial planning and finance skills, backed by a degree in Finance, Economics, Business, or a related field.
  • A background in investments and asset allocation, along with expertise in private banking, is highly desirable.
  • The ideal candidate will possess excellent analytical and problem-solving skills, as well as exceptional communication and interpersonal abilities.
  • We value candidates who can build and maintain long-term client relationships, ensuring sustained growth and satisfaction.

In this role, you will collaborate with our leadership team, led by Nitin Jain and AV Srikanth, who bring over 120 years of combined experience in strategic asset management and financial advisory services.

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