Chief Client Partnership Director

4 hours ago


Vadodara, Gujarat, India beBeePartnership Full time ₹ 2,00,00,000 - ₹ 3,00,00,000

Job Opportunity

We seek a seasoned Client Partnership Leader to spearhead our business development and client relationships.

About the Role:

  • Drive strategic partnerships with HNI/UHNI investors and family offices
  • Own the entire client experience, from initial engagement to ongoing portfolio management and relationship building
  • Effectively communicate investment strategies and insights
  • Collect valuable client feedback to inform product development and enhancements
  • Leverage technology, such as AI agents and CRM systems, to optimize efficiency and effectiveness

Requirements:

  • Proven track record in wealth management, PMS/AIF advisory, or private banking
  • Strong academic credentials and willingness to pursue the NISM Series XXI-B certification
  • Demonstrated expertise in managing high-net-worth individual relationships
  • Mindset focused on productivity, ownership, and results-driven decision making

What We Offer:

A dynamic work environment that values innovation, talent, and excellence. Enjoy top compensation and exclusive access to our employee fund.



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