Senior Wealth Strategist

2 days ago

Delhi Mumbai, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,10,000
Job Overview

About this Role:

We are seeking an experienced Relationship Manager/Wealth Advisor to cater to High Net Worth Individuals (HNI), Ultra HNI, and Family Office segments.

Responsibilities:

  • Develop and maintain long-term, trust-based relationships with HNI and UHNI clients.
  • Understand client requirements and provide strategic advice across a wide spectrum of financial products, including mutual funds, life insurance, health insurance, structured products, and other wealth management offerings.
  • Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial objectives.
  • Drive business development through client referrals and proactive outreach, consistently achieving assigned targets.
  • Provide comprehensive financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning.
  • Ensure strict adherence to regulatory frameworks and internal guidelines.

Qualifications:

  • Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.

Required Skills:

  • Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele.
  • In-depth understanding of financial products, market trends, and portfolio management strategies.
  • Strong interpersonal skills with the ability to engage high-value clients effectively.
  • Demonstrated ability to analyze client needs and provide timely, tailored investment solutions.

  • Senior Wealth Strategist

    4 days ago

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

    Senior Wealth StrategistAre you a visionary leader with a passion for driving growth in the wealth management space? We're seeking an experienced Senior Wealth Strategist to spearhead our efforts in this critical area.Develop and execute strategic plans to drive revenue growth in wealth managementLead a team of seasoned Relationship Managers to achieve sales...

  • Senior Wealth Manager

    5 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

  • Senior Global Wealth Management Strategist

    7 days ago

    Navi Mumbai, Mumbai, Mumbai City, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Overview:We are seeking a seasoned professional to lead our global wealth management operations. As a Senior Global Wealth Management Strategist, you will be responsible for driving the strategic direction of our wealth management business.Key Responsibilities:Lead global wealth management operations with a focus on brokerage and fiduciary...

  • Wealth Manager

    1 week ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

  • Sales Wealth Advisor

    1 week ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

  • Senior Wealth Manager

    1 day ago

    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time

    Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills,...

  • Senior Wealth Manager

    4 days ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,75,00,000 - ₹ 2,50,00,000

    Global Wealth StrategistWe are seeking a seasoned wealth management professional to drive our growth and expansion in the global market.The successful candidate will be responsible for:Developing and implementing a comprehensive wealth management strategyBuilding and maintaining relationships with high-net-worth individuals and institutional...

  • Wealth Management Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...

  • Wealth Management Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...

  • High Salary: Senior Wealth Manager

    2 days ago

    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time

    Job descriptionWe are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management.This role requires strong leadership skills, business...