Wealth Acquisition Specialist

2 weeks ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,25,00,000

Financial Portfolio Manager Job Overview

We are seeking an experienced and dynamic portfolio manager to join our wealth management team. The portfolio manager will focus on acquiring, managing, and advising high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs), ensuring their financial portfolios are strategically managed to achieve long-term growth and diversification.

Key Responsibilities:

  • Acquire, advise, and manage a portfolio of HNI and UHNI clients.
  • Leverage companys existing leads and networks of affluent & super-affluent clients for portfolio expansion.
  • Conduct in-person meetings and virtual consultations with potential clients to present wealth management solutions.
  • Drive business development initiatives including seminars, workshops, and networking events to build a strong sales funnel.
  • Identify cross-selling opportunities across multiple asset classes, ensuring alignment with clients long-term financial goals.

Portfolio Management Advisory & Relationship Management

  • Provide end-to-end portfolio management advisory in collaboration with the research, financial planning, and operations teams.
  • Manage clients overall financial portfolios by analyzing existing investments, identifying gaps, and recommending suitable investment strategies.
  • Ensure deep wallet share by introducing new investment opportunities and strengthening long-term relationships.
  • Coordinate with the product & research teams to design and recommend customized investment solutions.
  • Monitor market trends, macroeconomic indicators, and investment risks to provide timely and informed advisory to clients.

Sales & Portfolio Growth

  • Deliver measurable growth in assets under management (AUM) by acquiring new clients and expanding existing relationships.
  • Execute high-ticket sales transactions, demonstrating strong negotiation and closing skills with HNIs and UHNIs.
  • Ensure compliance with regulatory guidelines while managing client portfolios and investment strategies.

Candidate Profile

A candidate with 5-12 years of experience in wealth management, private banking, PMS advisory, AIF acquisition, or high-ticket mutual fund sales is required.

Client Management: Proven experience in handling HNI & UHNI clients with strong relationship-building skills.

Financial Expertise: In-depth knowledge of equity markets, debt instruments, alternative investment funds (AIFs), PMS, structured products, and mutual funds.

Sales Acumen: Strong ability to negotiate, influence, and close large-ticket transactions.

Analytical Skills: Ability to analyze client portfolios, identify trends, and prepare impactful presentations.

Soft Skills: Excellent communication, interpersonal, and presentation skills with both personal and virtual client interactions.

Educational Qualification: MBA/PGDM in finance, CFA, or equivalent preferred.

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