Senior Wealth Management Executive

2 weeks ago


Jamnagar, Gujarat, India beBeeWealth Full time ₹ 15,60,000 - ₹ 20,92,000

Job Title: Business Development Professional

About This Role

We seek a seasoned wealth management professional to fill this senior role.

Your primary responsibility will be to generate sales through your network and existing contacts. To excel, you should have a well-established database of relationships built over time.

Strong industry knowledge and relevant experience working in banks or wealth management companies are essential for success in this position.

Key Responsibilities
  • Identify new business opportunities through your network and build a robust relationship base.
  • Maintain and expand an existing database of relationships.
  • Collaborate with cross-functional teams to drive sales growth.

This is an exciting opportunity for results-driven individuals who can leverage their expertise in wealth management to drive business success.



  • Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,70,000 - ₹ 2,80,000

    Senior Wealth Manager PositionJob Summary:We are seeking a highly skilled and motivated Senior Wealth Manager to join our organization. As a key member of our Private Banking division, you will be responsible for developing and maintaining relationships with high net worth individuals and overseeing the management of their financial...

  • Wealth Manager

    2 weeks ago


    Jamnagar, Gujarat, India beBeeRelationship Full time ₹ 2,50,00,000 - ₹ 5,00,00,000

    Job Overview:Senior Relationship Manager- Wealth Management SolutionsAs a seasoned wealth management professional, you will be responsible for building and managing relationships with high net worth individuals (HNIs) and family offices.The ideal candidate will have a strong understanding of wealth products, structured investments, and alternative asset...


  • Jamnagar, Gujarat, India beBeeWealthManagement Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Wealth Management Subject Matter Expert Job OpportunityJob Description: Wealth management is a highly specialized field that requires deep domain knowledge, expertise, and experience. As a wealth management subject matter expert, you will play a crucial role in guiding the successful implementation of our digital wealth platform.Key Responsibilities:Act as...


  • Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,01,00,000

    Job OpportunityWe are seeking a highly skilled Salesforce Project Manager to lead and manage the implementation of Salesforce projects within the wealth management sector.The ideal candidate will work closely with cross-functional teams, including wealth advisors, operations, compliance, and IT, to gather business requirements and translate them into...


  • Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Private Wealth Advisor Role">Develop and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Provide personalized financial advice and wealth management solutions based on clients' needs and risk appetite.Responsibilities:Conduct regular portfolio reviews and performance updates with clients to...

  • Private Wealth

    2 weeks ago


    Jamnagar, Gujarat, India ICICIDirect Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to...


  • Jamnagar, Gujarat, India beBeeWealth Full time ₹ 60,00,000 - ₹ 65,00,000

    **Job Title:** Senior Portfolio ManagerDescription:We are seeking an experienced Senior Portfolio Manager to join our Wealth Management team. As a Senior Portfolio Manager, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management...


  • Jamnagar, Gujarat, India beBeeIntegration Full time ₹ 30,00,000 - ₹ 40,00,000

    We're seeking a seasoned Integration Project Lead to drive seamless middleware and API integrations for our wealth management platform. This critical role ensures the bridge between product, engineering, vendors, and business stakeholders drives successful integration delivery with APIs, message queues, and file-based systems.The position is responsible for...


  • Jamnagar, Gujarat, India beBeeWealthManager Full time ₹ 10,00,000 - ₹ 12,00,000

    About Our OpportunityWe are seeking a motivated and self-driven individual for a Wealth Management role. This is an extraordinary opportunity to gain practical exposure to investment advisory, portfolio construction, and risk analysis.As part of this opportunity, you will work on cutting-edge projects involving investment advisory, portfolio management,...

  • Lead Asset Manager

    2 weeks ago


    Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Wealth Manager JobWe are seeking an experienced and results-driven Senior Wealth Manager to join our team. This is a dynamic opportunity for a skilled professional who can drive business growth, build strong client relationships, and provide exceptional investment advice.The ideal candidate will be responsible for developing and implementing...