Expert Private Wealth Manager

3 days ago

Shimoga, Karnataka, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

Job Title: Private Wealth Expert

About the Role:

We are seeking an experienced and skilled Private Wealth Expert to join our team. As a key member of our wealth management department, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain relationships with high-net-worth clients to understand their financial goals and objectives.
  • Wealth Management Advice: Provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • Portfolio Review: Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Wealth Products Expertise: Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
  • Clients Education: Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Investment Strategies: Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • New Business Opportunities: Identify new business opportunities and generate leads through networking and referrals.
Requirements:
  • Experience: 12-18 years of relevant experience.
  • Wealth Knowledge: Strong understanding of wealth management products, including AIFs and PMS.
  • Relationship Building: Proven track record of building and managing relationships with high-net-worth individuals.
  • Skill Set: Excellent communication, presentation, and negotiation skills.
  • Teamwork: Ability to work independently and as part of a team in a fast-paced environment.
  • Regulatory Certifications: Relevant regulatory certifications, such as AMFI or NISM, are advantageous.

  • Wealth Manager

    4 days ago

    Shimoga, Karnataka, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Expert Wealth Manager

    1 week ago

    Shimoga, Karnataka, India beBeeWealthManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Wealth Management Role OverviewThe ideal candidate will possess extensive experience in wealth management, specifically within private banking and high-net-worth client relationships. Responsibilities include acquiring new affluent clients through targeted research and networking, as well as maintaining existing client relationships to generate assets under...

  • Digital Wealth Platform Specialist

    4 days ago

    Shimoga, Karnataka, India beBeeWealth Full time ₹ 18,00,000 - ₹ 24,00,000

    Job Title: Wealth Management Domain ExpertAbout the RoleWe are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform.The ideal candidate will possess deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained,...

  • Private Banker

    1 week ago

    Shimoga, Karnataka, India Leading Bank Full time

    About the CompanyWe are hiring for one of the Private Sector Bank. This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.About the RoleThey have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.Responsibilities:Bring the New Book (NTB Private...

  • Senior Wealth Manager

    1 day ago

    Shimoga, Karnataka, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 9,99,99,999

    Key Responsibilities:Build and manage relationships with high net worth individuals, ultra-high net worth individuals and family offices. Offer expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts and infrastructure investment trusts within a specific ticket size range.Expand the wealth...

  • Wealth Management Expert

    1 day ago

    Shimoga, Karnataka, India beBeeAdvisory Full time ₹ 60,00,000 - ₹ 80,00,000

    Advisor RoleLooking for a skilled and client-focused Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services,...

  • Wealth Investment Specialist

    4 days ago

    Shimoga, Karnataka, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    We are seeking a Wealth Management specialist to drive investor acquisition, build relationships with high net worth individuals and professionals, and promote alternate investment opportunities.Key ResponsibilitiesMain Objectives:Identify potential investors (angels, HNIs, UHNIs, family offices, and professionals)Drive sales of curated investment...

  • Wealth Advisor

    1 day ago

    Shimoga, Karnataka, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Financial Planning and Investment ExpertWe are seeking a highly skilled professional to provide personalized financial planning and investment advice to high net worth individuals and families.Main Responsibilities:Develop tailored financial plans to meet clients' goals and objectives.Manage day-to-day financial planning, investment management, and asset...

  • Private Markets Investment Leader

    1 week ago

    Shimoga, Karnataka, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000

    Job OverviewWe are seeking a seasoned investment professional to join our team as a Private Markets Solutions Manager.Key Responsibilities:Collaborate with internal teams and external managers to co-manage private markets solutions end-to-end.Support portfolio construction and asset allocation across strategies.Partner with internal and external investment...

  • Head of Wealth Management

    4 days ago

    Shimoga, Karnataka, India Findoc Full time

    Job Overview:We are looking for an experienced Wealth Head with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Responsibilities:• Develop and maintain...