Experienced Financial Strategist for High Net Worth Individuals

1 week ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 1,50,00,000
Senior Wealth Manager Job Description

We are seeking an experienced Senior Wealth Manager to join our team and contribute to the growth of our financial services firm.

Job Summary:

The Senior Wealth Manager will be responsible for managing a portfolio of high net worth individuals (HNIs) and ultra high net worth individuals (UHNIs), providing them with customized investment solutions, and helping them achieve their long-term wealth creation goals.

About the Role:

  • Aquire and manage HNI/UHNI clients: The candidate will be responsible for acquiring and managing a portfolio of HNI/UHNI clients, focusing on long-term wealth creation and relationship management.
  • Develop and maintain AUM: The candidate is expected to develop and maintain an assets under management (AUM) of INR 50 Cr and above.
  • Provide end-to-end investment advisory services: The candidate will provide end-to-end investment advisory services across equity, mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), non-convertible debentures (NCDs), bonds, and structured products.
  • Deep understanding of client risk profiles: The candidate should have a deep understanding of client risk profiles and ability to recommend suitable financial solutions.
  • Achieve revenue and AUM targets: The candidate is expected to achieve assigned revenue and AUM targets through effective client relationship management and cross-selling.
  • Conduct regular portfolio reviews: The candidate will conduct regular portfolio reviews and rebalancing as per market dynamics.
  • Ensure compliance: The candidate will ensure compliance with all internal processes, regulatory requirements, and documentation standards.

Candidate Profile:

  • 5-6 years of experience: The candidate should have at least 5-6 years of experience in wealth management, preferably with a private bank, broking house, or asset management company (AMC).
  • Proven track record: The candidate should have a proven track record in managing and growing AUM of INR 50 Cr or more.
  • Strong knowledge of investment products: The candidate should have strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments.
  • Excellent communication skills: The candidate should have excellent client acquisition, relationship-building, and communication skills.
  • Certifications: Certifications like NISM VA / NISM XA+XB / Certified Financial Planner (CFP) (preferred).
  • Educational Qualification: Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.

What We Offer:

  • Competitive compensation: Competitive fixed compensation + performance-linked incentives.
  • Fast-track career growth: Fast-track career growth opportunities.
  • Access to investment products: Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms.
  • Supportive leadership: Supportive leadership and collaborative work environment.

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