Strategic Wealth Management Professional

16 hours ago

Aurangabad, Maharashtra, India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000
Job Title: Senior Vice President of Wealth Management

The role requires a seasoned professional with expertise in wealth management and private banking. The ideal candidate will have a strong track record of managing high-net-worth (HNI) and ultra-high-net-worth (UHNI) client portfolios, with a focus on delivering exceptional client experiences and driving revenue growth.

Key Responsibilities:

  • Develop and implement tailored wealth planning strategies for HNI/UHNI clients, including investment advisory and risk management services.
  • Build and maintain strong relationships with clients, family offices, and senior professionals, leveraging a personal network to drive business growth.
  • Conduct regular portfolio reviews, providing strategic solutions aligned with market conditions and client objectives.
  • Advise clients on a wide range of investment products, including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
  • Provide comprehensive wealth planning guidance, including tax-efficient investment strategies and succession planning advice.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
  • Drive cross-sell and up-sell opportunities across the wealth management and third-party product suite.
  • Leverage existing relationships to grow the client base through referrals and networking.
  • Ensure strict adherence to regulatory requirements, maintaining transparent and ethical practices throughout.

Desired Candidate Profile:

  • Postgraduate/MBA/CA/CFA qualification preferred.
  • 12-18 years of experience in wealth management/private banking with a reputable firm.
  • Proven individual contributor track record of managing HNI/UHNI client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of HNI/UHNI clients in Bangalore and surrounding regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

Key Skills Required:

  • HNI/UHNI Client Acquisition & Retention
  • Investment & Wealth Advisory Expertise
  • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
  • Business Development & Revenue Orientation
  • Compliance & Risk Awareness

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