Senior Portfolio Manager

1 week ago

Kollam, Kerala, India beBeeWealth Full time ₹ 3,50,00,000 - ₹ 4,00,00,000

**Job Opportunity:**

 

As a Senior Vice President of Wealth Management, you will lead a team in overseeing high-net-worth and ultra-high-net-worth client relationships, providing comprehensive investment advisory and wealth management services.

 

Key Responsibilities:

  • Develop and maintain strong relationships with high-net-worth/ultra-high-net-worth clients, family offices, and senior professionals to acquire, nurture, and grow their portfolios.
  • Act as a trusted advisor to clients, understanding their financial objectives, risk tolerance, and wealth planning needs to provide tailored solutions.
  • Conduct regular portfolio reviews to offer strategic advice aligned with market conditions and client goals.

 

Wealth Advisory & Solutions:

  • Advise clients on a wide range of investment products including mutual funds, PMS, AIFs, bonds, structured products, and insurance to meet their diverse needs.
  • Provide expert guidance on wealth planning, tax-efficient investment strategies, and succession planning to help clients achieve their long-term goals.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities to stay ahead in the industry.

 

Business Growth & Revenue Generation:

  • Drive business growth by achieving AUM (assets under management) and revenue targets through focused client acquisition and wallet-share expansion.
  • Identify and leverage cross-sell and up-sell opportunities across the organization's wealth management and third-party product suite.
  • Utilize existing relationships to grow the client base through referrals and networking to expand the company's footprint.

 

Compliance & Risk Management:

  • Ensure strict adherence to relevant regulations and compliance standards to minimize operational and investment risks.
  • Maintain transparent, ethical, and client-centric practices to build trust with clients and stakeholders.
  • Implement robust risk management strategies to protect the company's interests and maintain a strong reputation in the industry.

 

Desired Candidate Profile:

  • Post Graduate/MBA/CA/CFA preferred to possess advanced knowledge in finance and wealth management.
  • 12–18 years of experience in Wealth Management/Private Banking with a reputable organization is essential for this role.
  • A proven track record of managing high-net-worth/ultra-high-net-worth client portfolios is required to excel in this position.
  • Strong understanding of capital markets, investment products, and wealth planning solutions is crucial for success in this role.
  • Established network of high-net-worth/ultra-high-net-worth clients in key regions is highly desirable.
  • Excellent communication, relationship-building, and advisory skills are necessary to thrive in this position.
  • High integrity with a client-first mindset is essential for building trust with clients and stakeholders.

 

Key Skills Required:

  • HNLUHNI Client Acquisition & Retention
  • Investment & Wealth Advisory Expertise
  • Strong Product Knowledge MF, PMS, AIF, Bonds, Insurance, Structured Products)
  • Business Development & Revenue Orientation
  • Compliance & Risk Awareness

 

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