Senior High Net Worth Relationship Builder

17 hours ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 5,00,00,000
Senior Wealth Manager Position

This is a senior wealth manager position that requires building and managing high net worth relationships.

  • Key Responsibilities:
  • Client Acquisition & Relationship Management: Foster long-term partnerships with family offices, ultra-high net worth individuals.
  • Investment Advisory & Product Distribution: Provide expert advisory services on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a ₹5 Cr - ₹50 Cr ticket size range.
  • Business Growth & Strategy: Develop and implement strategies to expand the wealth management business.
  • Market Positioning & Networking: Represent the company at industry events and strengthen its brand positioning.
  • Qualifications & Experience:
  • 7-12 years of experience in wealth management, managing high net worth individuals and family offices.
  • Strong relationships with family offices, ultra-high net worth individuals.
  • Expertise in wealth products, structured investments, and alternative asset classes. They should have their own assets under management up to ₹50 crores and a set of clients.
  • Proven ability to raise capital and manage large portfolios.
  • Entrepreneurial mindset with interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • Willingness to travel for investor meetings and networking.

Job Description Summary:

As a Senior Wealth Manager, you will be responsible for developing and implementing strategies to build and manage high net worth relationships, providing expert advisory services on various investment products, and expanding the wealth management business through market positioning and strategic planning.

  • High Net Worth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000

    Relationship Manager - High Net Worth">We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.Responsible for establishing...

  • High Net Worth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...

  • High-Net-Worth Relationship Builder

    6 days ago

    Mumbai, Maharashtra, India beBeeBusinessDevelopment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job Title: Business Development ExecutiveThis role offers an exciting opportunity to build relationships with high-net-worth individuals and deliver a superior customer experience. As a Business Development Executive, you will be responsible for engaging with customers to understand their needs and preferences, and providing tailored solutions that meet...

  • Senior High Net Worth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeCustomer Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Job Title: Senior High Net Worth Relationship Manager">Job DescriptionWe are seeking an experienced and skilled relationship manager to develop and expand existing high net worth customer relationships.The successful candidate will be responsible for:Developing new and expanding existing high net worth customer relationships for liabilities and commercial...

  • High Net Worth Leadership Position

    2 weeks ago

    Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 30,00,000 - ₹ 40,00,000

    We are seeking an experienced and result-driven professional to lead our High Net Worth Desk in Mumbai.This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the High Net Worth Desk.

  • High-Net-Worth Advisor

    5 days ago

    Mumbai, Maharashtra, India beBeeAdvisor Full time ₹ 20,00,000 - ₹ 25,50,000

    Opportunity OverviewCyanous Software offers a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships.Our Private Client Group specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI).Role SummaryWe are seeking an...

  • High Net Worth Client Relationship Specialist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Key Account Manager RoleAt the forefront of digital finance, this role plays a pivotal part in driving strategic growth.Cultivate, manage and expand relationships with high net worth individuals, family offices, institutional investors and ultra high net worth clients.Deliver tailored investment solutions and services to these key stakeholders.Evaluate...

  • High Net Worth Client Acquisition Specialist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 22,00,000 - ₹ 2,20,00,000

    Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...

  • High Net Worth Sales Leader

    2 weeks ago

    Navi Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 12,00,000 - ₹ 36,00,000

    Lead Sales Professional - HNI Equity BrokerWe are looking for an accomplished leader to spearhead our high-net-worth sales team in equity broking.In this key leadership role, you will be responsible for acquiring relationships with high-net-worth individuals, managing a dynamic team of sales professionals, and driving significant growth by delivering expert...

  • High Net Worth Individual Outreach Specialist

    4 days ago

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

    We are seeking a seasoned investment professional to spearhead our high-net-worth individual outreach efforts. As an Associate Partner, you will be responsible for developing and executing strategic plans to attract new investors from the HNI segment.Key Responsibilities:Draft and implement targeted strategies to identify and engage with potential...