
Senior Wealth Manager
1 day ago
We are seeking a seasoned professional to join our team as a Senior Wealth Manager. As a key member of our wealth management division, you will be responsible for building and managing relationships with high net worth individuals and family offices.
Key responsibilities include:
- Client Acquisition & Relationship Management: Establish and maintain strong relationships with UHNIs and family offices.
- Investment Advisory & Product Distribution: Provide expert advisory services on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a specific ticket size range.
- Business Growth & Strategy: Develop and implement strategies to expand the wealth management business with a long-term vision.
- Market Positioning & Networking: Represent the company at industry events and strengthen brand positioning.
- 7-12 years of experience in wealth management, managing HNIs and family offices.
- Strong relationships with family offices, UHNIs.
- Expertise in wealth products, structured investments, and alternative asset classes.
- Proven ability to raise capital and manage large portfolios.
- Entrepreneurial mindset with interest in running a venture with equity participation.
- Experience in building and leading teams.
- Willingness to travel for investor meetings and networking.
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Senior Wealth Manager
2 days ago
Nashik, Maharashtra, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Senior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team.As a Senior Wealth Manager, you will be responsible for managing relationships with high net worth individuals, families, and institutions to help them achieve their financial goals.Your key responsibilities will include:Developing and...
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Wealth Management Financial Expert
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Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Financial Expert - Private Wealth ManagementWe are seeking a highly skilled private wealth management financial expert to guide the successful implementation of our digital wealth platform. This key role will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance...
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Executive Leader in Wealth Management
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Nashik, Maharashtra, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,50,00,000Job TitleRegional Head - Wealth Management OperationsDescriptionWe are seeking a visionary leader to spearhead our Wealth Management team. As a strategic executive, you will create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization.The ideal candidate will possess leadership skills, innovative...
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Wealth Advisor
1 week ago
Nashik, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000Client Engagement Specialist Job Description: We are seeking a dynamic professional to engage with high net worth individuals and provide personalized wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives tailored financial strategies aligned with their goals....
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Senior Wealth Management Professional
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Nashik, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 21,00,000Key ResponsibilitiesA robust combination of relevant product experience and exceptional communication skillsComprehensive knowledge of investment principles, preferably with a background in wealth managementAbout the RoleWe are actively seeking an Investment Specialist to contribute to our team's successCandidates with experience in asset management...
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High Net Worth Relationship Manager
2 days ago
Nashik, Maharashtra, India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000About This RoleWe are seeking an accomplished Senior Wealth Management Executive to lead our portfolio of High-Net-Worth and Ultra-High-Net-Worth clients.Key Responsibilities:Cultivate and expand relationships with HNI/UHNI clients, family offices, and senior professionals through strategic networking and relationship-building initiatives.Deliver...
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Executive Wealth Strategist
4 days ago
Nashik, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,10,000Investment SpecialistWe are seeking a dynamic and driven specialist to join our team. The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting company investment opportunities.Key ResponsibilitiesInvestor AcquisitionIdentify, connect, and onboard potential...
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Senior Team Facilitator in Data Engineering
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Senior Financial Strategist
1 week ago
Nashik, Maharashtra, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Wealth Manager Position OverviewAs a seasoned Wealth Manager, you will be responsible for acquiring high net worth clients and nurturing relationships to generate assets under management (AUM). Your expertise in advising clients on investments and managing their overall financial portfolio will play a crucial role in deepening existing client...
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Relationship Manager
4 weeks ago
Nashik, Maharashtra, India 9Point Capital Full timeJob Title: Relationship Manager – Mumbai Location: Region - MumbaiDepartment: Sales and Client AcquisitionReporting to: Regional HeadAbout 9 Point Capital9 Point Capital is India's first regulated digital asset management company, pioneering secure, compliant, and innovative pathways for Indian investors to access global digital assets.Through offerings...