Senior Wealth Strategist

1 week ago


Pushkar, Rajasthan, India beBeeWealth Full time ₹ 25,00,000 - ₹ 50,00,000
Strategic Partnership Specialist

To excel in this role, you will need to possess a deep understanding of wealth management and asset classes. Your expertise in investment products and structured investments will enable you to advise clients on mutual funds (MFs), alternative investment funds (AIFs), portfolio management services (PMS), real estate investment trusts (REITs), and infrastructure investment trusts (INVITs).

Key Responsibilities:

  • Client Acquisition & Relationship Management: Develop and maintain strong relationships with family offices and high net worth individuals (HNIs) to drive business growth.
  • Investment Advisory & Product Distribution: Offer expert advice on various investment products and ensure timely distribution of these products to clients.
  • Business Growth & Strategy: Design and implement long-term strategies to expand the wealth management business.
  • Market Positioning & Networking: Represent our organization at industry events and strengthen brand positioning through effective networking.

Requirements:

  • Strong Analytical Skills: Ability to analyze complex financial data and make informed decisions.
  • Excellent Communication Skills: Effective communication and interpersonal skills are essential for building and maintaining relationships with key stakeholders.
  • Proven Track Record: A proven track record of managing HNIs and family offices is required for this role.


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