Chief Investment Strategist

5 days ago

Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 65,00,000
Senior Portfolio Manager

The Senior Vice President will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions.

  • This is an individual role requiring 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
  • Client Acquisition & Relationship Management
    • 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.
  • Wealth Advisory & Solutions
    • Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, 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.
  • Business Growth & Revenue Generation
    • Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the wealth management and third-party product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management
    • Ensure strict adherence to regulations.
    • Maintain transparent, ethical, and client-centric practices.
    • Minimize operational and investment risks by adhering to policies and compliance standards.
Benefits:

This position offers a dynamic and challenging work environment, competitive compensation package, and opportunities for professional growth and development.

Requirements:
  • 5+ years of experience in wealth management or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
Preferred Qualifications:
  • CA/CS/CFA/MBA or equivalent degree.
  • Knowledge of financial markets and instruments.
  • Experience working with high net worth individuals.

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