Senior Wealth Manager

1 day ago

Surat, Gujarat, India beBeeWealth Full time ₹ 55,00,000 - ₹ 65,00,000

Job Title: Senior Wealth Management Professional

About the Opportunity:

The role of a Senior Wealth Management Professional involves directly managing high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions. This is an individual contributor position requiring a strong personal network, deep product knowledge, and a proven track record of building long-term client relationships while driving consistent revenue and asset growth.

Main Responsibilities:

  • Aquire, nurture, and grow relationships with high-net-worth/ultra-high-net-worth clients, family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
  • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.

Wealth Advisory & Solutions:

  • Advise clients on a range of investment products including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
  • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.

Business Growth & Revenue Generation:

  • Achieve assets under management (AUM) and revenue targets through focused client acquisition and wallet-share expansion.
  • Drive cross-sell and up-sell opportunities across the wealth management and third-party product suite.
  • Leverage existing relationships to grow client base through referrals and networking.

Compliance & Risk Management:

  • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
  • Maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to company policies and compliance standards.

Key Candidate Profile:

  • Post Graduate/MBA/CA/CFA preferred.
  • 12–18 years of experience in wealth management/private banking with a reputable firm.
  • Proven track record of managing high-net-worth/ultra-high-net-worth client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of high-net-worth/ultra-high-net-worth clients in Surat and surrounding regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

Essential Skills:

  • High-Net-Worth/ Ultra-High-Net-Worth 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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