Senior Wealth Manager

4 days ago

Bengaluru, Karnataka, India beBeeInvestor Full time ₹ 15,00,000 - ₹ 28,00,000
Key Responsibilities:
  • Oversee a portfolio of high-net-worth individuals, ensuring consistent engagement and relationship development.
  • Achieve growth through acquiring new clients with a minimum asset size of ₹20 Lakhs and above.
  • Sustain seamless onboarding processes, including documentation, KYC compliance, and comprehensive client profiling.
  • Foster referrals through professional networks, exclusive events, and business associations.
  • Host regular portfolio review meetings to assess client needs, market conditions, and align financial strategies accordingly.
  • Deliver a premium client experience across all interactions and touchpoints.
  • Provide customized solutions for various asset classes, including mutual funds, insurance, portfolio management services (PMS), fixed income instruments, and structured products.
  • Meet monthly and quarterly targets for assets under management (AUM), new client acquisition, and fee-based income.
  • Collaborate with product specialists and internal teams to deliver holistic wealth management services.
Candidate Profile:
  • Demonstrate expertise in managing HNI portfolios within banking, wealth management, or financial advisory services.
  • Show a deep understanding of financial products and investment strategies suitable for HNI clients.
  • Possess excellent interpersonal, communication, and negotiation skills.
  • Have the ability to build trust and maintain long-term relationships.
  • Show target-oriented behavior with strong business development and networking skills.

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