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Executive Leader

2 weeks ago

Hyderabad, Telangana, India beBeeWealth Full time ₹ 3,00,00,000 - ₹ 5,00,00,000
Senior Wealth Management Executive

The Senior Wealth Management Executive is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing wealth managers across the assigned location. This position requires a strong ability to lead, motivate and develop a team to achieve and exceed business targets.

Key Responsibilities:
  • Team Leadership & Development: Lead and mentor a team of wealth managers to enhance their skills and knowledge, driving growth and development within the organization.
  • Business Development & Client Acquisition: Develop and execute targeted acquisition strategies to drive growth in HNI and UHNI client acquisition, supporting team members in closing high-value deals and onboarding marquee clients.
  • Client Advisory & Relationship Management: Deliver tailored wealth management solutions across asset classes including mutual funds, PMS, AIFs, bonds, insurance, and alternate investments.
  • Compliance & Governance: Ensure adherence to regulatory norms and internal processes, maintaining the highest standards of professionalism and integrity.
Requirements:
  • Graduate/Postgraduate in Finance, Business Administration, or related field (MBA/CFP/CFA preferred).
  • 10–12 years of experience in wealth management/private banking, with at least 3-4 years in a leadership role.
  • Minimum AUM book of ₹75–100 Cr (across Mutual Funds, PMS, AIF) is mandatory.
  • Prefence for candidates capable of bringing along a performing team.
About Us:

We are one of India's most trusted investment services companies, serving clients for over 60 years with expert financial planning and a wide array of investment and protection solutions.