Chief Relationship Builder

7 days ago

Surat, Gujarat, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,30,000
Strategic Client Partnership Lead

We're seeking a talented individual to spearhead our client partnerships, driving business growth and success through collaborative relationships.

Our mission is to empower clients to achieve their financial goals through innovative investment solutions and exceptional service.

  • Leverage your expertise in outbound business development and consultative sales to engage with high-net-worth investors and family offices.
  • Owning the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building.
  • Effectively communicate investment strategies, emphasizing our unique approach to hyper-personalization, goal-focused, and quant & AI-driven investment management.
  • Gather structured client feedback and collaborate with cross-functional teams to inform product direction.

Prior Experience:

  • A minimum of 5 years in wealth management, PMS/AIF advisory, or private banking.
  • A strong academic background from premier institutions and willingness to obtain relevant certifications.
  • Demonstrated success in managing high-net-worth relationships, particularly with younger or tech-savvy clients.
  • A mindset focused on AI-native productivity, end-to-end ownership, and a bias towards action.

Key Qualities:

  • Pursuit of Excellence: A high-performance sports team mentality solving users' problems.
  • Talent Density: Hiring one AI-augmented superhuman over five average players.
  • Relentless Innovation: Daring to solve daunting problems with first principles thinking, multidisciplinary ingenuity, resourcefulness, and grit.
  • The Fast and The Curious: Speed of execution and improvement matters more than perfection.
Benefits
  • Top-tier cash compensation
  • Free access to our employee-only investment fund

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