Leader of High Net Worth Financial Solutions

4 days ago

Anantapur, Andhra Pradesh, India beBeeExpert Full time ₹ 1,84,00,000 - ₹ 2,12,00,000
Executive Director of Premier Client Group

We are seeking an accomplished Executive Director to lead our Premier Client Group Desk.

Key Responsibilities:
  • Manage Ultra High Net Worth Individuals by offering tailored wealth management solutions.
  • Promote and sell large portfolios, including PMS, AIF, bonds, and stock market offerings.
  • Build relationships with clients, understand their financial goals, and position our offerings as optimal solutions.

Responsibilities Continue:

Client Acquisition & Business Development:
  • Acquire UHNWIs and HNWIs, creating bespoke wealth management strategies.
  • Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks and industry contacts.
Client Relationship Management:
  • Serve as the primary point of contact for UHNW clients, ensuring exceptional service.
  • Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
Team Leadership & Expansion:
  • Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
  • Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service.
Investment Product Expertise:
  • Maintain a deep understanding of various financial products, including PMS, AIFs, bonds, and mutual funds.
  • Stay updated with developments in the stock market, including trading strategies and regulatory changes.
Sales & Performance Metrics:
  • Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
  • Regularly track and report sales performance, client acquisition, and retention metrics to senior management.

Requirements:

Qualifications:
  • 8+ years in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  • Proven track record in selling large portfolios and managing high-value relationships.

  • High Net Worth Concierge Manager

    4 days ago

    Anantapur, Andhra Pradesh, India beBeeLuxury Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    Overview of the RoleAbout UsWe are a premium concierge service catering to high-net-worth individuals across the globe.We specialise in providing bespoke services that meet the unique needs and desires of our discerning clientele. Our commitment to excellence, discretion, and personalised attention sets us apart in the luxury market.About This...

  • High Net Worth Client Relationship Manager

    1 week ago

    Anantapur, Andhra Pradesh, India beBeePrivate Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    About the RoleWe are seeking a highly skilled professional to join our Private Banking team.This role is instrumental in acquiring high net worth individuals and building long-term relationships with clients.

  • High Net Worth Client Manager

    1 week ago

    Anantapur, Andhra Pradesh, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000

    Job SummaryThe successful candidate will be responsible for managing high net worth individual (HNI) clients. The primary objective is to deliver seamless service and foster deep relationships that drive cross-selling and enhance the client's share of wallet.Key Responsibilities:Identify and acquire HNI clients through comprehensive profiling, offering a...

  • Senior Financial Services Professional

    2 weeks ago

    Anantapur, Andhra Pradesh, India beBeeParaplanner Full time AU$ 90,000 - AU$ 1,20,000

    Job Description:We are seeking a highly skilled Senior Paraplanner to join our elite remote team. As a key member of our advisory firm, you will be responsible for independently managing complex tasks and contributing meaningfully to the strategic development of advice solutions.You will work in close partnership with our senior advisers to operate across...

  • Strategic Portfolio Manager

    2 days ago

    Anantapur, Andhra Pradesh, India beBeeWealth Full time ₹ 45,00,000 - ₹ 65,00,000

    Job OverviewThe Senior Vice President of Wealth Management role involves directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering comprehensive investment advisory and wealth management solutions.

  • Wealth Management Specialist

    14 hours ago

    Anantapur, Andhra Pradesh, India beBeeWealthManagement Full time ₹ 17,00,000 - ₹ 28,00,000

    Job Title: Wealth Management ProfessionalAffluent wealth management professionals are responsible for establishing and maintaining relationships with high net worth clients. They work closely with clients to understand their financial goals and provide tailored investment solutions.Key Responsibilities:Develop and implement sales strategies to acquire new...

  • High Value Closing Specialist

    1 week ago

    Anantapur, Andhra Pradesh, India beBeeLuxury Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job Opportunity:We are seeking a highly skilled and experienced Closing Professional to drive high-value transactions in the luxury real estate market.The ideal candidate will have expertise guiding high-net-worth clients through the closing process, ensuring a seamless and sophisticated experience that reflects our brand's prestige.Key...

  • Senior Financial Advisor

    2 days ago

    Anantapur, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About UsOur organization is seeking a dynamic and experienced professional to serve as a trusted advisor to our clients.The RoleThis senior-level position involves building and maintaining strong, trust-based relationships with affluent / high-net-worth individuals.Key Responsibilities:Client Relationship Management:Engage with clients to understand their...

  • Senior Portfolio Manager

    3 days ago

    Anantapur, Andhra Pradesh, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 50,00,000

    Job Title: Senior Portfolio ManagerOverview:As a senior portfolio manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals. Your expertise in wealth management products and personalized financial advice will help clients achieve their financial goals.Key Responsibilities:Establish trust with clients...

  • Client Relationship Specialist

    1 week ago

    Anantapur, Andhra Pradesh, India beBeeRelationship Full time ₹ 18,00,000 - ₹ 25,00,000

    Client Relationship SpecialistWe are seeking an experienced Client Relationship Specialist to join our team. As a key member of our Relationships Department, you will be responsible for engaging with high net worth individuals and providing exceptional wealth management services.Job Responsibilities:Establish and maintain strong relationships with clients to...