High Net Worth Investment Specialist

2 days ago

Hyderabad, Telangana, India beBeeWealth Full time ₹ 60,00,000 - ₹ 65,00,000

Job Title: Senior Wealth Manager

We are seeking a highly skilled and experienced Senior Wealth Manager to lead our wealth management team in Hyderabad. As a key member of our team, you will be responsible for providing end-to-end investment advisory and wealth management solutions to High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.

The successful candidate will directly manage a portfolio of HNI/UHNI clients, offering tailored investment strategies and wealth planning guidance. You will work closely with clients to understand their financial goals, risk appetite, and wealth planning needs.

Key Responsibilities:
  • Client Acquisition and Management: Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
  • Investment Advisory: Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
  • Portfolio Management: Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
Required Skills and Qualifications:
  • Post Graduate/MBA/CA/CFA: Preference given to candidates with postgraduate qualifications in finance or related fields.
  • Wealth Management Experience: 12–18 years of experience in wealth management/private banking with a reputable organization.
  • Strong Network: Established network of HNI/UHNI clients in Hyderabad and surrounding regions.
  • Excellent Communication Skills: Ability to communicate effectively with clients and colleagues.
Benefits:

As a Senior Wealth Manager, you will have the opportunity to work with high-net-worth clients and provide personalized investment advice and wealth management solutions. You will also have access to a range of resources and tools to help you succeed in your role.

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