Strategic Wealth Manager

4 days ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000
Strategic Wealth Manager Position

We are seeking a seasoned Strategic Wealth Manager to lead our private banking efforts and drive business growth. As a key member of our team, you will be responsible for defining and executing the strategic direction of our wealth management practice.

In this role, you will have the opportunity to build and manage high-value client relationships, develop and implement customized wealth solutions, and collaborate with cross-functional teams to drive business outcomes.

To succeed in this position, you will need to possess a strong understanding of the private banking industry, excellent relationship-building skills, and the ability to think strategically and execute tactically. If you are a results-driven professional looking to make a meaningful impact in the financial services industry, we encourage you to apply.

About the Opportunity

  • Define and execute the strategic direction of our wealth management practice.
  • Build and manage high-value client relationships (HNI/UHNI/Family Office).
  • Develop and implement customized wealth solutions.
  • Collaborate with cross-functional teams to drive business outcomes.

Requirements

  • 7+ years of experience in private banking or a related field.
  • Proven track record of building and managing high-value client relationships.
  • Strong understanding of the private banking industry and regulatory frameworks.
  • Excellent communication and relationship-building skills.

Benefits

  • Best-in-class compensation package.
  • Opportunities for career growth and professional development.
  • A collaborative and dynamic work environment.

How to Apply

Interested candidates can submit their application by [insert contact information]. We look forward to hearing from you


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