High Net Worth Portfolio Manager

19 hours ago

Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 25,00,000 - ₹ 3,00,00,000

We are seeking an experienced and result-driven professional to lead our high net worth portfolio management team. The ideal candidate will have a proven track record of acquiring and managing high net worth clients, handling large wealth portfolios, and leading a team of relationship managers and advisors.

Key Responsibilities
  • Acquire new high net worth clients through direct relationships, referrals, and business development initiatives.
  • Develop, nurture, and strengthen long-term client relationships by offering customized investment solutions.
  • Act as a trusted financial advisor, ensuring client portfolios are aligned with their goals, risk appetite, and market opportunities.
  • Regularly review portfolios, provide market updates, and suggest rebalancing strategies to maximize ROI.
Business Development & Revenue Growth
  • Drive revenue growth through broking activities across equity, commodity, and currency markets.
  • Identify and execute cross-selling opportunities in mutual funds, PMS, insurance, structured products, bonds, and alternate investments.
  • Contribute to the overall profitability by achieving individual as well as team-based business & P/L targets.
  • Monitor market trends, competitor activities, and new business opportunities to stay ahead in the industry.
Team Leadership & Development
  • Recruit, train, mentor, and lead a team of relationship managers and advisors.
  • Provide guidance and motivation to ensure team members achieve their acquisition, revenue, and retention targets.
  • Conduct regular performance reviews and implement strategies for skill development & productivity enhancement.
  • Foster a performance-driven culture while ensuring high standards of client servicing and compliance.
Portfolio Advisory & Strategy
  • Conduct detailed portfolio analysis for clients and provide tailored investment strategies.
  • Stay updated with market research, global economic trends, and product knowledge to provide proactive advisory.
  • Ensure risk management frameworks are followed while delivering returns-driven solutions.
  • Support clients in achieving long-term wealth creation and financial security.
Compliance & Process Adherence
  • Ensure strict adherence to regulatory requirements, company policies, and compliance frameworks.
  • Maintain accurate documentation of client interactions, investment recommendations, and transactions.
  • Implement industry best practices to maintain client trust, transparency, and governance standards.
Desired Candidate Profile
  • 9 – 15 years of experience in broking, wealth management, or financial services.
  • Proven expertise in acquiring and managing high net worth clients with ticket sizes ranging from ₹25 lakhs to multi-crores.
  • Strong leadership qualities with experience in managing teams of RMs/Advisors.
  • Sound knowledge of equity, commodity, and currency markets, wealth products (MF, PMS, Insurance, Structured Products, Bonds).
  • Strong analytical, advisory, and portfolio management skills.
  • Excellent communication, presentation, and relationship-building abilities.
  • Entrepreneurial mindset with the ability to drive P/L growth.

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