High Net Worth Client Manager

2 days ago

Amrāvati, Maharashtra, India beBeeWealthStrategist Full time ₹ 32,50,000 - ₹ 65,00,000

Senior Wealth Strategist Job Title:

Wealth Management Specialist

A wealth strategist will directly manage a portfolio of high-net-worth clients, offering end-to-end investment advisory and wealth management solutions. They will build long-term relationships with clients by understanding their financial goals, risk appetite, and wealth planning needs.

The key responsibilities include acquiring, nurturing, and growing relationships with high-net-worth clients, family offices, and senior professionals. This requires a strong personal network, deep product knowledge, and excellent communication skills.

Wealth Advisory & Solutions:

  • Advising clients on a range of investment products including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
  • Providing tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.

Business Growth & Revenue Generation:

  • Achieving assets under management and revenue targets through focused client acquisition and wallet-share expansion.
  • Driving cross-sell and up-sell opportunities across the wealth management and third-party product suite.

Required Skills and Qualifications:

  • Post Graduate/MBA/CA/CFA preferred.
  • 12-18 years of experience in wealth management/private banking.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of high-net-worth clients in Bangalore and surrounding regions.

Key Skills Required:

  • HNI Client Acquisition & Retention
  • Investment & Wealth Advisory Expertise
  • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)

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