Chief Investment Officer of High-Net-Worth Clients

2 weeks ago

Agra, Uttar Pradesh, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000

Key Responsibilities

  • Develop and expand relationships with high-net-worth 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.

Investment & Wealth Advisory Expertise

  • 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 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 adherence to SEBI, RBI, and IRDAI regulations.
  • Maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to company policies and compliance standards.

Required Skills & Qualifications

  • Postgraduate degree or MBA preferred.
  • 12–18 years of experience in Wealth Management/Private Banking.
  • Proven individual contributor track record of managing high-net-worth client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of high-net-worth clients in key regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

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