
Wealth Management Expert
2 days ago
Our company seeks an experienced professional to fill the role of Private Wealth Manager. The ideal candidate will be responsible for providing personalized wealth management strategies to high net-worth individuals, retail clients, corporate houses, and financial institutions.
Job DescriptionThis is a full-time position that requires the candidate to have extensive knowledge in financial planning and estate planning. A Certified Financial Planner (CFP) designation is highly desirable. The candidate must also possess investment management and finance expertise, excellent interpersonal and communication skills, and the ability to work independently as well as part of a team.
- Developing and implementing customized wealth management plans
- Providing guidance on investment solutions to clients
- Maintaining high client satisfaction through dedicated service
Responsibilities include daily tasks such as financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service. We emphasize a collaborative team approach, transparency, and high client focus to deliver customized solutions and proactive risk management.
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Personal Wealth Manager
2 days ago
Varanasi, Uttar Pradesh, India beBeePrivateBanker Full time ₹ 1,50,00,000 - ₹ 2,00,00,000About UsThis role plays a pivotal part in acquiring High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), as well as building lasting relationships with the bank.The successful candidate will be responsible for selling Investment, Insurance, and other financial products to private banking clients, thereby generating fee income.Key...
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Varanasi, Uttar Pradesh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 10,00,000Client Service Associate Job DescriptionWe are seeking a highly motivated and detail-oriented professional to support various client servicing and operational functions in the wealth management industry.This role provides hands-on experience in client servicing, onboarding, and documentation processes, as well as supporting customer communication and service...
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Financial Portfolio Manager
1 day ago
Varanasi, Uttar Pradesh, India beBeeWealth Full time ₹ 5,00,000 - ₹ 15,00,000Wealth Management ProfessionalThis role involves overseeing the financial portfolios of high net worth individuals, ensuring their investments are aligned with their goals and risk tolerance.Conduct client profiling to identify suitable investment opportunities in debt, equity, mutual funds, structured products, and real estate.Manage and analyze client...
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Varanasi, Uttar Pradesh, India beBeeAutomation Full time ₹ 8,00,000 - ₹ 15,00,000Job Opening: Automation Testing SpecialistWe are seeking a seasoned Automation Testing expert with in-depth knowledge of banking domain processes and automation testing.The ideal candidate will have hands-on experience in Finacle modules, strong analytical skills, and the ability to prepare comprehensive test scenarios and scripts.Key...
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Private Wealth Manager
6 days ago
Varanasi, Uttar Pradesh, India beBeeInvestment Full time US$ 18,000Job Title: Real Estate Private Equity AssociateAbout the Position:We seek a detail-oriented Private Equity Associate to join our team. As a key member, you will play a critical role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.The ideal candidate will have around 3 years of experience in private equity,...
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Business Innovation Executive
1 day ago
Varanasi, Uttar Pradesh, India beBeeInnovation Full time ₹ 1,50,00,000 - ₹ 2,50,00,000We are seeking a dynamic and experienced professional to spearhead business development initiatives at the intersection of wealth management, private markets, and innovation.The successful candidate will have expertise in financial services, specifically wealth management, banking, or investments, and will be responsible for establishing strong partnerships...
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Treasury Manager Role
2 days ago
Varanasi, Uttar Pradesh, India beBeeTreasury Full time ₹ 80,00,000 - ₹ 1,00,00,000Job TitleWe are seeking a highly skilled Treasury Professional to join our team. This is an exciting opportunity to work in a dynamic environment and contribute to the growth of our organization.The ideal candidate will have excellent analytical skills, strong attention to detail, and the ability to work independently as well as part of a team.Key...
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IT Service Management Expert
2 days ago
Varanasi, Uttar Pradesh, India beBeeServiceNowLead Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Job OverviewWe are seeking a seasoned ServiceNow expert to lead our team in delivering exceptional IT service management solutions.This is a challenging opportunity for a strong leader who can drive business outcomes, develop and implement best practices, and provide technical expertise to enhance our ServiceNow instance.
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Financial Relationship Advisor
2 days ago
Varanasi, Uttar Pradesh, India beBeeWealthStrategist Full time ₹ 8,00,000 - ₹ 12,50,000We are seeking a skilled professional to join our team as a Wealth Strategist.The ideal candidate will have a proven track record of building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services. Key responsibilities include client acquisition, portfolio advisory, and relationship...
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Subject Matter Expert Manager
2 days ago
Varanasi, Uttar Pradesh, India beBeeSubject Full time ₹ 10,00,000 - ₹ 15,00,000Job OverviewThis managerial role oversees the development of high-quality assessment questions and ensures efficient test delivery. The ideal candidate will have expertise in managing subject matter experts and coordinating with cross-functional teams.