Wealth Development Specialist

1 week ago

Mumbai, Maharashtra, India beBeeRelationshipManager Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Overview

As a seasoned professional in wealth management, you will play a pivotal role in building and maintaining relationships with high net worth individuals and family offices.

Key Responsibilities:

  • Client Acquisition & Relationship Management: Foster and develop strong partnerships with UHNIs and family offices to drive business growth.
  • Investment Advisory & Product Distribution: Provide expert guidance on diversified investment portfolios, including mutual funds, alternative investment funds, and real estate investment trusts.
  • Business Growth & Strategy: Contribute to the development of long-term business strategies aimed at expanding our wealth management presence.
  • Market Positioning & Networking: Represent the organization at industry events and conferences, solidifying our position as a thought leader in the field.

Requirements:

  • 7-12 years of experience in wealth management, focusing on HNIs and family offices.
  • Proven track record of building and managing relationships with high net worth clients.
  • Strong expertise in wealth products, structured investments, and alternative asset classes.
  • Able to manage large portfolios and raise capital effectively.
  • Entrepreneurial mindset with interest in running a venture with equity participation.
  • Experience in leading teams and willing to travel for investor meetings and networking opportunities.

What We Offer:

  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
  • Competitive compensation package and benefits.

Benefits:

  • Professional certifications and training programs.
  • Flexible working hours and remote work options.
  • Access to cutting-edge technology and tools.

Join us in this exciting opportunity to shape the future of wealth management and make a meaningful impact on the lives of our clients.

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