High-Net-Worth Investment Manager

4 days ago


Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 17,50,000 - ₹ 25,15,000
Corporate Treasury Expertise

We seek a seasoned professional to lead our team in corporate treasury and family office matters. The successful candidate will build relationships with high-net-worth individuals, family offices, and corporate treasuries to gauge their investment interests in fixed income products.

About the Role
  • Develop and manage client relationships, including creating tailored materials and hosting webinars for investor engagement.
  • Collaborate with Product teams to create bespoke products for specific scenarios, assess client credit profiles, and propose customized deals.
  • Work closely with stakeholders to ensure accurate capture of client portfolio data for seamless reporting.
  • Prepare internal reports and stay informed about evolving family office requirements and debt product offerings.
Key Responsibilities
  1. Foster relationships with HNWIs, family offices, and corporate treasuries to understand investment interests.
  2. Oversee marketing initiatives and contribute to broader company marketing efforts.
  3. Develop strategic partnerships with current and potential investors.
  4. Collaborate with Product teams to design targeted solutions.
  5. Streamline onboarding processes for new corporates and family offices.
Requirements
  • In-depth knowledge of family office needs and debt product markets.
  • 3-8 years of experience in wealth management preferred.


  • Amrāvati, Maharashtra, India beBeeWealthStrategist Full time ₹ 32,50,000 - ₹ 65,00,000

    Senior Wealth Strategist Job Title:Wealth Management SpecialistA wealth strategist will directly manage a portfolio of high-net-worth clients, offering end-to-end investment advisory and wealth management solutions. They will build long-term relationships with clients by understanding their financial goals, risk appetite, and wealth planning needs.The key...


  • Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 25,00,000

    Financial Services SpecialistAbout the Role:We are seeking a highly skilled Financial Services Specialist to join our organization. The ideal candidate will have experience in wealth management, investment products, and financial services, with a strong ability to identify, connect with, and qualify high net worth (HNW) prospects.Key Responsibilities:Lead...


  • Amrāvati, Maharashtra, India beBeeWealthManagement Full time ₹ 10,00,000 - ₹ 15,00,000

    **Job Description**We are seeking a skilled Relationship Manager to join our wealth management team. As a key member of our division, you will be responsible for acquiring and managing high net worth individuals (HNIs), ensuring seamless service delivery.Key Responsibilities:Acquire and manage HNI clients, delivering exceptional service experiences.Conduct...


  • Amrāvati, Maharashtra, India beBeeInvestor Full time ₹ 1,50,00,000 - ₹ 2,10,00,000

    Land Investment Platform Job OpportunityWe are seeking an experienced professional to lead our land investment platform and identify high net worth investors.Key Responsibilities:Develop strategies to attract new clients with high purchasing power.Presentation of investment opportunities, addressing investor inquiries and concerns.Portfolio management for...


  • Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    We are seeking an experienced leader to oversee the distribution of investment products. This individual will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.Key ResponsibilitiesThe ideal candidate will drive the acquisition of high net worth clients, create tailored...


  • Amrāvati, Maharashtra, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job Overview:We are seeking an experienced senior professional to join our wealth management solutions team.Key Responsibilities:Build and maintain relationships with high net worth individuals, family offices, and ultra-high net worth individuals.Offer expert advisory services on investment products within a specific ticket size range.Drive business growth...


  • Amrāvati, Maharashtra, India beBeeEquity Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Job Title:We are seeking a seasoned Equity Relationship Professional to join our team in the broking industry.About the Role:This is an excellent opportunity for a talented individual with strong communication and interpersonal skills, who can build and maintain long-lasting relationships with high net worth individuals (HNIs).You will be responsible for...


  • Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job TitleAs a seasoned wealth management professional, you will be responsible for developing and implementing tailored financial strategies to meet the unique needs of high net-worth individuals, retail clients, and corporate houses.The role requires a deep understanding of investment solutions, portfolio management, mutual funds, fixed income products,...


  • Amrāvati, Maharashtra, India beBeeWealth Full time ₹ 50,00,000 - ₹ 2,00,00,000

    Wealth Management ProfessionalAs a pivotal member of our wealth management team, you will spearhead investor acquisition and cultivate lasting relationships with high net worth individuals, family offices, and professionals to promote alternate investment opportunities. With an unwavering passion for wealth management and India's thriving startup ecosystem,...


  • Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Job Description:As a Wealth Manager, you will be responsible for cultivating and maintaining relationships with affluent clients. You will play a crucial role in generating revenue through acquiring new clients and deepening existing relationships.Develop and implement strategies to acquire new clients and retain existing ones.Provide personalized investment...