Current jobs related to Team Lead- Wealth Management - Cochin, Kerala - THE TRINITY FINVEST
-
Wealth Relationship Manager
3 weeks ago
Cochin, Kerala, India Wealth Matrix Full timeAbout USAt Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.We are...
-
Wealth Relationship Manager
3 weeks ago
Cochin, Kerala, India Wealth Matrix Full timeAbout US At Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services. We are...
-
Senior Wealth Manager
2 weeks ago
Cochin, Kerala, India beBeeWealthManagement Full time ₹ 20,00,000 - ₹ 1,99,99,999Key Role in Wealth ManagementA leading professional is sought for a key role in wealth management.We are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform. The ideal candidate will have deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately...
-
Wealth Business Development Manager
2 weeks ago
Cochin, Kerala, India beBeeRelationshipManager Full time ₹ 50,00,000 - ₹ 1,00,00,000Job Summary:">">We are seeking a seasoned professional to build and manage high-value relationships with family offices and ultra-high net worth individuals.">">To develop and execute strategies for expanding our wealth management business through long-term partnerships.">To provide expert advisory services on a range of investment products, including mutual...
-
Strategic Manager
2 weeks ago
Cochin, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job OpportunityWe are seeking a seasoned professional to join our team in the Wealth Management sector.About the Role:The successful candidate will be responsible for developing and providing solutions to clients based on their requirements. This includes conducting timely and regular follow-up with leads, increasing the client base, and upselling and...
-
Strategic Financial Advisor
1 week ago
Cochin, Kerala, India beBeeWealth Full time ₹ 4,00,00,000 - ₹ 6,00,00,000Senior Wealth Manager Job DescriptionWe are seeking a skilled Senior Wealth Manager to join our team. As a key member of our financial planning department, you will be responsible for providing expert advice to high-net-worth clients and managing their investment portfolios.The ideal candidate will have a proven track record in wealth management and...
-
Wealth Management Director
2 weeks ago
Cochin, Kerala, India beBeeWealthManagementDirector Full time ₹ 1,36,80,000 - ₹ 2,16,00,000Job Summary:We are seeking a highly skilled Wealth Management Director to lead our team in delivering exceptional client experiences and driving business growth.Key Responsibilities:Client Acquisition & Business Development:Develop and execute strategies to acquire new high net worth clients, identifying opportunities for tailored wealth management...
-
Private Wealth Manager
2 weeks ago
Cochin, Kerala, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Role OverviewWe are seeking a skilled Private Wealth Manager to join our team. In this role, you will be responsible for managing the day-to-day financial planning and investment needs of high net worth clients.The ideal candidate will have a strong background in finance, investments, and private banking, with excellent communication and interpersonal...
-
Cochin, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Global Investment Leadership RoleWe are seeking an experienced professional to drive the development and expansion of our wealth management division. This role will focus on delivering high-quality investment solutions and client-centric financial planning, leveraging deep knowledge of portfolio management, regulatory compliance, and investment advisory.The...
-
Data Engineering Team Lead
2 weeks ago
Cochin, Kerala, India beBeeEngineering Full time ₹ 18,00,000 - ₹ 21,00,000Scrum Master - Data EngineeringA highly skilled Data Engineer is required to drive project success by implementing Scrum frameworks, developing data processing solutions, and enhancing data pipelines.This role involves:Designing and implementing efficient database structures using SQL expertise.Leveraging Python programming language to enhance data quality...

Team Lead- Wealth Management
2 weeks ago
Who can Apply?
MBA/ M.Com /Engineering or graduates with Experience in Wealth Management/ Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Wealth Management
Experience:
MBA/ M. Com/ Engineering ,Graduates with 2-5 Years of experience in the relevent Field with a keen interest to learn and develop their career in wealth & financial Management.
Young & Dynamic talents from wealth management industry will be given preference.
K.R.A:
Responsible for business development and team management functions of the organisation.
Developing new business/deepening existing client relationships/portfolio Management.
3.Demonstrate and apply knowledge in financial products, ability to interpret market trends.
4.Analytical, logical reasoning and problem solving skills.
5.Excellent communication and presentation skills as well as a team player.
Preference:
Candidates with strong academic performance /certifications in Finance or sales will be given preference
Job Type: Full-time
Pay: ₹350, ₹400,000.00 per year
Benefits:
- Cell phone reimbursement
Work Location: In person