Chief Wealth Strategist

2 days ago

Bellary, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000
Drive Success in Wealth Management

We are seeking a seasoned professional to lead our efforts in acquiring Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs). This individual will create tailored wealth management strategies to meet the unique financial needs of these clients.

  • Develop and execute a comprehensive strategy to drive the acquisition of UHNWIs and HNWIs, leveraging personal networks, industry contacts, and market intelligence.
  • Promote and sell large portfolios, including Portfolio Management Services (PMS), Alternative Investment Funds (AIF), bonds, mutual funds, and other investment products to this elite client base.
  • Build strong relationships with clients, understanding their financial goals, and position our offerings as optimal solutions to their needs.
  • Collaborate with cross-functional teams to ensure seamless delivery of our services to these high-value clients.
Key Responsibilities
  • Develop and execute a comprehensive sales strategy to expand the Premier Client Group business, leveraging personal networks, industry contacts, and market intelligence.
  • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
  • Collaborate with internal stakeholders to develop and implement strategic initiatives that drive growth and revenue in the Premier Client Group business.
Required Skills & Qualifications
  • Proven track record of success in driving sales growth and revenue in a similar role.
  • Strong network and connections within the ultra-high net worth and high net worth space.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Bachelor's degree in Business Administration, Finance, or related field. Advanced degree preferred.
Benefits

We offer a competitive compensation package, including bonuses, stock options, and benefits, as well as opportunities for professional growth and development.

Others

This is a unique opportunity to join a dynamic team and make a meaningful impact in the world of wealth management.

  • Strategic Wealth Strategist

    6 days ago

    Bellary, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Our organization seeks a high-caliber Wealth Manager to develop and implement personalized financial strategies for our valued clients. With a collaborative approach, transparency, and client focus, we aim to deliver customized solutions and proactive risk management.Main Responsibilities:Designing and implementing tailored wealth management plansProviding...

  • Chief Collections Strategist

    6 days ago

    Bellary, Karnataka, India beBeeRiskManagement Full time ₹ 40,00,000 - ₹ 45,00,000

    Job Title: Chief Collections StrategistJob Description:A forward-thinking and dynamic professional is sought to lead our risk & collections strategy. The ideal candidate will develop and implement effective strategies to drive business growth, reduce losses, and improve portfolio insights.Key Responsibilities:Develop and execute comprehensive risk management...

  • Transforming Client Futures through Strategic Wealth Management

    3 days ago

    Bellary, Karnataka, India beBeeAmbition Full time ₹ 12,00,000 - ₹ 16,00,000

    Job Title:Ambitious Financial StrategistWe are seeking a seasoned Wealth Manager to join our dynamic team. As an Ambitious Financial Strategist, you will be responsible for delivering tailored wealth management solutions to high net worth clients.Key Responsibilities:Manage and support a portfolio of clients, building strong relationships and maintaining...

  • Senior Technical Leader

    2 days ago

    Bellary, Karnataka, India beBeeArchitect Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Chief ArchitectWe are seeking a visionary Chief Technology Lead to spearhead our technological journey. This is an opportunity to shape the future of wealth in India, democratizing intelligent investing through a compliant system.This role requires a leader who codes, strategizes and executes. As our founding Chief Technology Lead, you will architect our...

  • Senior Financial Strategist

    6 days ago

    Bellary, Karnataka, India beBeeWealth Full time ₹ 8,00,000 - ₹ 15,00,000

    We are seeking a dynamic Wealth Advisory Professional to join our team. As a key member of our wealth management department, you will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNIs).The ideal candidate will have a proven track record of handling complex financial situations and delivering high-quality...

  • FP&A Leader

    2 days ago

    Bellary, Karnataka, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Chief Financial StrategistThe ideal candidate will be a seasoned financial leader with strong analytical and problem-solving skills, as well as excellent communication abilities. They must have experience in FP&A, corporate finance, and be familiar with global financial reporting.About the RoleThis is an exceptional opportunity for a highly skilled...

  • Information Security Strategist

    5 days ago

    Bellary, Karnataka, India beBeeInformation Full time ₹ 30,00,000 - ₹ 40,00,000

    Chief Information Security OfficerProtecting an organization's digital assets and sensitive information from unauthorized access, theft, or damage is a critical task. As Chief Information Security Officer (CISO), you will be responsible for leading our company-wide security strategy.Key Responsibilities:Strategic Leadership: Develop and drive the overall...

  • Chief Brand Storyteller

    6 days ago

    Bellary, Karnataka, India beBeeCreative Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: Senior Creative StrategistWe are seeking a highly skilled Senior Creative Strategist to join our creative department. The ideal candidate will possess exceptional creative thinking and problem-solving skills, with the ability to develop and propose innovative interactive strategies and presentations for pitches.Main Responsibilities:Develop and...

  • Chief Backend Software Architect

    5 days ago

    Bellary, Karnataka, India beBeeSoftware Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    About the RoleWe are seeking a seasoned software architect to lead the development of a robust backend infrastructure for our wealth management platform.The ideal candidate will have extensive experience with backend languages (Node.js, Python, Java), database systems (PostgreSQL, MongoDB), DevOps (Docker, AWS EC2, Nginx, Linux), and REST APIs.Key...

  • Strategic Investment Insights Professional

    5 days ago

    Bellary, Karnataka, India beBeeResearch Full time ₹ 1,80,00,000 - ₹ 2,10,00,000

    Investment Research Analyst RoleAt a leading global wealth management platform, we're expanding our investment research team in Mumbai. The firm is hiring for three distinct Equity Research Analyst roles:Banking & Financial Services AnalystPharma & Chemical Sector AnalystMulti-Sector Analyst (Sector-Agnostic)Key Responsibilities:Develop and maintain coverage...