Wealth Management Leader

6 days ago

Thāne, Maharashtra, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 65,00,000
Senior Financial Professional

This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities
  • Develop, nurture, and grow high-net-worth client relationships with 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.
  • Advise clients on investment products including mutual funds, private equity, 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.
  • 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 suite.
  • Utilize existing relationships to expand client base through referrals and networking.
  • Ensure strict adherence to relevant regulations and maintain transparent, ethical practices.
  • Minimize operational and investment risks by adhering to compliance standards.

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