Wealth Management Professional

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

About Wealth Management We are a rapidly growing financial services firm focused on delivering customized investment solutions to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

We offer a comprehensive range of wealth management instruments, including equity, mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), structured products, and more.

We are seeking experienced Wealth Managers to lead our client acquisition and relationship management efforts.

Responsibilities include acquiring and managing HNI/UHNI clients with a focus on long-term wealth creation and relationship management.

Main Responsibilities:

  • Provide end-to-end investment advisory services across various asset classes
  • Deep understanding of client risk profiles and ability to recommend suitable financial solutions
  • Ensure compliance with all internal processes, regulatory requirements, and documentation standards
  • Collaborate with internal product, research, and operations teams for seamless client servicing
  • 5-6 years of experience in wealth management, preferably with a private bank or financial institution

What We Offer:

A dynamic work environment with opportunities for growth and development

An attractive compensation package and benefits

The chance to make a real impact in the lives of our clients

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