Executive Director of Private Wealth

1 week ago

Pushkar, Rajasthan, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000

Seeking a seasoned wealth management expert to oversee a high-net-worth portfolio, providing comprehensive investment advisory services and strategic solutions. This individual contributor role requires strong personal networks, in-depth product knowledge, and a proven track record of building long-term client relationships.

Key Responsibilities:

  • Pursue and nurture relationships with high-net-worth clients, their family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
  • Regularly review client portfolios, offering tailored solutions aligned with market conditions and client objectives.

Wealth Advisory & Solutions:

  • Advise clients on a wide range of investment products, including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
  • Provide customized wealth planning, tax-efficient investment strategies, and succession planning guidance.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.

Business Growth & Revenue Generation:

  • 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 organization's wealth management and third-party product suite.
  • Leverage existing relationships to grow the client base through referrals and networking.

Compliance & Risk Management:

  • Ensure strict adherence to relevant regulations and industry standards.
  • Maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to organizational policies and compliance standards.

Desired Candidate Profile:

  • Postgraduate degree or MBA/CA/CFA preferred.
  • 12-18 years of experience in wealth management/private banking with a reputable organization.
  • Proven track record of managing high-net-worth client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of high-net-worth clients in the region.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

Key Skills Required:

  • High-net-worth client acquisition and retention
  • Investment and wealth advisory expertise
  • Strong product knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
  • Business development and revenue orientation
  • Compliance and risk awareness

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