Executive Wealth Manager

1 day ago

Dehra Dūn, Uttarakhand, India beBeeWealth Full time ₹ 1,89,70,000 - ₹ 2,23,90,000
Private Banker

About the Position

We are seeking seasoned and dynamic Private Bankers/Relationship Managers with a strong background in managing High-Net-Worth Individuals (HNIs)/Ultra-HNIs client relationships. You will have a deep understanding of financial markets and the ability to offer a wide range of wealth solutions.

Key Responsibilities:

  • Acquire and manage a portfolio of HNIs/UHNI clients by providing tailored wealth management services.
  • Maintain long-term relationships with clients by offering personalized investment solutions.
  • Understand client financial goals and risk appetite to recommend suitable investment products.
  • Drive revenue growth by cross-selling Mutual Funds, Bonds, PMS, AIFs, and other structured financial products.
  • Monitor portfolio performance and provide periodic updates and rebalancing suggestions.
  • Ensure high standards of compliance, due diligence, and risk management in all client transactions.
  • Collaborate with internal product teams to stay updated on latest investment opportunities.
  • Achieve individual sales and revenue targets consistently.

Required Skillsets:

  • Strong knowledge of wealth management products (Mutual Funds, PMS, Bonds, AIFs, Insurance, etc.) is essential for this role.
  • Excellent client servicing, interpersonal, and relationship-building skills are crucial for success.
  • Deep understanding of capital markets, economic trends, and portfolio structuring is required.
  • Ability to identify client needs and offer customized financial advice is key.
  • Result-oriented with a proven track record in client acquisition and portfolio growth is expected.
  • Excellent communication and presentation skills are necessary.
  • Familiarity with regulatory frameworks and compliance norms in the wealth management space is preferred.

Eligibility Criteria:

  • Candidates should hold a Graduate/Postgraduate degree in Finance, Commerce, Economics, or related fields.
  • NISM certifications (Mutual Fund, Equity Derivatives, etc.) are an added advantage.
  • Minimum 5 years of relevant experience in private banking or wealth management handling HNI clients is mandatory.

  • Wealth Manager

    4 days ago

    Dehra Dūn, Uttarakhand, India Indusind Bank Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    We are hiring Wealth Relationship Manager for the following location:-DehradunInterested candidates can send their resumes to ROLES & RESPONSIBILITIESProfile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial...

  • Relationship Wealth Manager

    24 hours ago

    Dehra Dūn, Uttarakhand, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Financial Relationship StrategistThe role of the Financial Relationship Strategist involves serving as the primary point of contact with high net worth clients. This position entails acquiring and maintaining relationships by delivering exceptional services, including designing and implementing customized financial plans that meet clients' needs.Key...

  • Private Banker

    2 days ago

    Dehra Dūn, Uttarakhand, India ASK Asset & Wealth Management Full time

    Experience: 68 Years (Private Banking / Wealth Management)About the RoleAsk Private Wealth is seeking seasoned and dynamic Private Bankers / Relationship Managers with a strong background in managing HNI/UHNI client relationships, a deep understanding of financial markets, and the ability to offer a wide range of wealth solutions including Mutual Funds,...

  • Senior Portfolio Manager

    1 week ago

    Dehra Dūn, Uttarakhand, India beBeeWealth Full time ₹ 75,00,000 - ₹ 1,20,00,000

    Wealth Management RoleTo excel in this role, you will be responsible for building and managing a portfolio of clients, focusing on personalized advisory services to meet their unique needs.Main Responsibilities:Plan and execute new account onboarding processes, including asset transfers and other service requests.Buid strong relationships with clients...

  • Senior Portfolio Manager

    6 days ago

    Dehra Dūn, Uttarakhand, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job OverviewWe are seeking a skilled professional to build and manage a portfolio of clients in the B2C space.Key ResponsibilitiesPlan and manage new account onboarding processes, asset transfers, and other account service requests.BUILD STRONG RELATIONSHIPS WITH CLIENTS AND MAINTAIN CONTINUED COMMUNICATION THROUGH A PERSONALIZED ADVISORY APPROACH.Conduct...

  • Senior Client Manager

    5 days ago

    Dehra Dūn, Uttarakhand, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    The primary objective of this role is to establish and maintain strong relationships with high net worth individuals. As the ultimate face of our organization, you will serve as the final point of contact for clients, providing exceptional services and expertise.We are seeking a seasoned professional with a proven track record in acquiring and managing high...

  • Assistant Manager

    14 hours ago

    Dehra Dūn, Uttarakhand, India HSBC Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Job...

  • Preferred Relationship Manager

    6 days ago

    Dehra Dūn, Uttarakhand, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • 15h Left Preferred Relationship Manager

    7 days ago

    Dehra Dūn, Uttarakhand, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • High Net Worth Relationship Manager

    22 hours ago

    Dehra Dūn, Uttarakhand, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    The Position of Relationship Excellence About the RoleThis is a highly skilled and experienced role that requires exceptional service delivery to clients. The primary focus is on developing and maintaining long-term relationships with high net worth individuals.Key Responsibilities:Design and implement financial plans tailored to client needs.Ensure clients...