Chief Investment Advisor

22 hours ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 36,00,000

Job Opportunity

As a senior wealth manager, you will play a pivotal role in delivering customized investment solutions to high net worth individuals and ultra high net worth individuals. Our organization is focused on expanding its team of experienced wealth managers to lead client acquisition and relationship management efforts.

Key Responsibilities

  • Acquire and manage high net worth/ ultra high net worth clients with a focus on long-term wealth creation and relationship management.
  • Develop and maintain an asset under management of INR 50 Cr and above.
  • Provide end-to-end investment advisory services across equity, mutual funds, portfolio management services, alternative investment funds, non-convertible debentures, bonds, and structured products.
  • Possess a deep understanding of client risk profiles and ability to recommend suitable financial solutions.
  • Achieve assigned revenue and asset under management targets through effective client relationship management and cross-selling.
  • Conduct regular portfolio reviews and rebalancing as per market dynamics.
  • Ensure compliance with all internal processes, regulatory requirements, and documentation standards.
  • Collaborate with internal product, research, and operations teams for seamless client servicing.

Qualifications

  • A minimum of 5 years of experience in wealth management, preferably with a private banking or wealth management background.

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