Expert Wealth Manager

4 days ago

Shimoga, Karnataka, India beBeeWealthManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Wealth Management Role Overview

The ideal candidate will possess extensive experience in wealth management, specifically within private banking and high-net-worth client relationships. Responsibilities include acquiring new affluent clients through targeted research and networking, as well as maintaining existing client relationships to generate assets under management.

Key Accountabilities:

  • To identify and pursue strategic opportunities for growing AUM from preferred clients.
  • Maintain strong relationships with Affluent & Super Affluent clients by providing tailored investment advice and portfolio management services.
  • Analyze market trends to track the Affluent & Super Affluent Client segment for new business acquisition.

Required Qualifications:

  • A minimum of 3-5 years of work experience in Private Banking/Wealth Management.
  • Demonstrated success in handling and managing high-net-worth clients with investments exceeding Rs.1 Cr.
  • Strong understanding of market dynamics and financial analysis.

This is a challenging opportunity for an experienced professional who can deliver exceptional service to high-net-worth individuals and families. If you have a proven track record in wealth management, we encourage you to apply.

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