High Net Worth Relationship Manager

23 hours ago

Bareilly, Uttar Pradesh, India beBeePartnership Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Client Partnership Lead Position

We are seeking a highly skilled professional to champion our client relationships and promote our financial services.

  • Lead business development and consultative sales to high net worth individuals and family offices
  • Own the end-to-end client experience: sale, onboarding, portfolio discussions, and relationship building
  • Communicate investment strategies clearly, emphasizing our personalized approach and cutting-edge technology
  • Gather structured client feedback and collaborate with our product and research teams to inform product direction
  • Utilize modern tools, such as AI agents and CRM software

Key Responsibilities

The successful candidate will have:

  • 5+ years of experience in wealth management or private banking
  • A strong academic background from reputable institutions and willingness to obtain relevant certifications
  • Demonstrated success managing high net worth relationships, particularly with younger or tech-savvy clients
  • A mindset of productivity, ownership, and bias toward action

About Our Team

We value excellence, talent, innovation, speed, candor, truth, craftsmanship, and simplicity. We prioritize fulfilling work and strive for greatness in all we do.

  • Develop long-term relationships with HNI/UHNI investors and family offices
  • Grow revenue through strategic partnerships and investments

Culture and Values

Our culture is built on key principles including a growth mindset, radical candor, and a focus on results. We foster a collaborative environment where talented individuals can thrive and make meaningful contributions.

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