Chief Partnership Officer

7 days ago

Kurnool, Andhra Pradesh, India beBeeStrategist Full time ₹ 1,80,00,000 - ₹ 2,00,00,000
Head of Client Partnerships

We are seeking a seasoned professional to spearhead our client partnerships, driving growth through strategic relationships and personalized investment solutions.

The ideal candidate will possess a strong background in wealth management, with experience in sales, business development, and relationship building. They will be able to communicate complex investment strategies clearly, leverage modern tools, and foster a culture of innovation and excellence within the organization.

  • Key Responsibilities:
  • Lead outbound business development and consultative sales efforts to high net worth individuals and family offices
  • Own the end-to-end client journey, from sale to onboarding, portfolio discussions, and relationship building
  • Communicate investment strategies effectively, emphasizing our unique approach to hyper-personalization, goal-focused, and quant & AI-driven investing
  • Collaborate with cross-functional teams to gather structured client feedback and influence product direction
  • Leverage cutting-edge technology, including AI agents and CRM software, to drive efficiency and effectiveness

Preferred Qualifications:

  • 5+ years of experience in wealth management, PMS/AIF advisory, or private banking
  • Strong academic background from premier institutions and willingness to obtain relevant certifications
  • Proven track record of managing high net worth relationships, especially younger or tech-savvy clients
  • Achiever mindset, with a bias towards action and a passion for innovation

Company Culture:

Our organization values a fast-paced, dynamic environment where talent density is key. We prioritize hiring one exceptional individual over multiple average performers, offering competitive compensation and benefits to attract top talent.

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