Chief Portfolio Manager

20 hours ago


Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

As a seasoned professional, you will lead the Premier Client Group Desk, focusing on Ultra High Net Worth Individuals.

  • You will acquire and manage UHNWIs by offering bespoke wealth management solutions.
  • You will promote large portfolios, including PMS and AIF, to HNWIs.

You will be responsible for developing a comprehensive sales strategy to expand the PCG business.

  • You will manage the sales process for large-ticket AIF investments.
  • You will maintain expertise in various financial products, including PMS, AIFs, bonds, and mutual funds.

Your team will provide timely and accurate solutions to client queries and concerns.

  • Cross-selling financial products to existing clients.
  • Expanding the PCG desk and scaling the business through strategic recruitment and training.

To succeed in this role, you should have:

  • At least 8 years of experience in wealth management or stock market sales.
  • A proven track record in selling large portfolios and managing high-value relationships.
  • In-depth knowledge of various financial products and investment strategies.

The ideal candidate will possess excellent communication and leadership skills, with a strong analytical mind and ability to work under pressure.


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