High Net Worth Client Manager

5 days ago


Mangalore, Karnataka, India beBeeWealthManagement Full time ₹ 15,00,000
Job Description

We are seeking a skilled professional to fill the role of Wealth Manager. In this position, you will be responsible for acquiring and managing high net worth individual (HNI) clients, ensuring seamless service delivery.

You will conduct client profiling to offer debt, equity, mutual fund, structured, and real estate products. Additionally, you will manage and analyze client portfolios for performance and profitability.

Your key responsibilities will include driving cross-selling, deepening relationships, and enhancing the share of wallet. You will also support marketing plans and acquisition initiatives in the corporate/HNI space.

Required Skills and Qualifications
  • Bachelor's degree in a relevant field or equivalent experience
  • Professional certifications such as AMFI/NISM and IRDA (preferred)

Skills required for this role include wealth management and financial markets knowledge, client acquisition and relationship management, portfolio analysis and management, business development and cross-selling.

Benefits

The selected candidate can expect a competitive salary package with opportunities for growth and development. The role offers a challenging and rewarding work environment, and the chance to make a meaningful contribution to the organization.

About This Opportunity

If you are a motivated and results-driven individual looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to learn more about how you can contribute to our team.



  • Mangalore, Karnataka, India beBeeEstate Full time US$ 1,50,000 - US$ 2,00,000

    Senior Estate Planning Specialist OpportunityWe are seeking a seasoned TEP Practitioner and private client solicitor to lead the development of our in-house legal wills and trusts offering. This senior role has the potential to shape and scale a new legal function within our organization.The ideal candidate will have a strong understanding of complex...


  • Mangalore, Karnataka, India beBeeEstate Full time US$ 1,80,000 - US$ 2,50,000

    Job OpportunityWe are a leading provider of estate planning and wealth structuring solutions for high-net-worth individuals.As part of our strategic growth plan, we are expanding our in-house legal team to deliver bespoke wills and trusts services.The successful candidate will work collaboratively with our financial advisors and tax specialists to design and...


  • Mangalore, Karnataka, India beBeeLuxury Full time ₹ 1,49,20,000 - ₹ 2,01,60,000

    Real Estate Sales Leadership OpportunityWe are seeking a highly driven and well-networked luxury real estate sales professional to lead the sales of ultra-luxury residences, villas, and land parcels in prime Mumbai markets and holiday home destinations.Client Management: Manage high-value client relationships to foster trust-driven long-term...


  • Mangalore, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Job Title: Alternate Investment SpecialistWe are seeking a dynamic and driven professional to join our team as an Alternate Investment Specialist. The successful candidate will be responsible for driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting alternate investment...


  • Mangalore, Karnataka, India Hiring Street Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goalsHandling Team. Actively engage in acquiring new customers for CASA accounts.


  • Mangalore, Karnataka, India beBeeTravel Full time ₹ 18,00,000 - ₹ 21,00,000

    Flight SpecialistAs a master of air travel operations, you will oversee the end-to-end management of flight bookings, complex itineraries, and high-touch support for discerning clients.You'll work across continents and carriers, ensuring every ticket is issued with precision, every fare is optimized, and every request is handled with discretion and speed.Key...


  • Mangalore, Karnataka, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job Title:Wealth StrategistJob Description:At our organization, we provide tailored wealth management solutions that cater to the unique financial needs and objectives of clients. Our team of experienced professionals offers a comprehensive range of investment options for high net-worth individuals, retail clients, corporate houses, and financial...


  • Mangalore, Karnataka, India beBeeWealthManagement Full time ₹ 10,00,000 - ₹ 15,00,000

    Financial Advisor PositionAs a Financial Advisor, you will be responsible for providing personalized advice and guidance to clients in order to help them achieve their financial goals.The ideal candidate will have strong numerical and analytical skills, as well as the ability to build and develop a portfolio of wealth management clients.Key...


  • Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,56,42,000 - ₹ 2,12,37,000

    Investment Opportunities ExecutiveWe are seeking a skilled professional to interact with high-net-worth individuals, family offices, and corporate treasuries to gauge their investment interests in fixed income products.Main Responsibilities:Lead the marketing process and broader company efforts, including creating investor materials, hosting webinars, and...


  • Mangalore, Karnataka, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Senior Store ManagerLocation: DelhiThis is an opportunity to lead a sales team and drive success in a luxury retail environment.End-to-end ownership of the storeAbility to build relationships with high net worth individuals and close high-value jewelry salesProvide strategic leadership and direction to the boutique team, setting clear goals and...