Senior Director of Investment Strategies

2 days ago


Kottayam, Kerala, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000
Wealth Management Expert
This is an exciting opportunity to join our team as a Senior Vice President of Wealth Management. In this role, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing them with end-to-end investment advisory and wealth management solutions.

As a trusted advisor, you will understand your clients' financial goals, risk appetite, and wealth planning needs. You will conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.

You will advise clients on a wide range of investment products, including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance. You will also provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.

The ideal candidate will have a Post Graduate/MBA/CA/CFA degree and 12–18 years of experience in Wealth Management/Private Banking. They should have a proven track record of managing HNI/UHNI client portfolios and a strong understanding of capital markets, investment products, and wealth planning solutions.

Key Responsibilities:
  • Acquire, nurture, and grow relationships with HNI/UHNI clients, 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.

Requirements:
  • HNI/UHNI Client Acquisition & Retention
  • Investment & Wealth Advisory Expertise
  • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
  • Business Development & Revenue Orientation
  • Compliance & Risk Awareness


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