Lead Asset Manager

2 days ago

Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Wealth Manager Job

We are seeking an experienced and results-driven Senior Wealth Manager to join our team. This is a dynamic opportunity for a skilled professional who can drive business growth, build strong client relationships, and provide exceptional investment advice.

  1. The ideal candidate will be responsible for developing and implementing customized investment strategies for high net worth individuals and families.
  2. Key responsibilities include conducting thorough financial analysis, identifying opportunities for asset growth, and providing ongoing portfolio management and performance reporting.
  3. A successful Senior Wealth Manager will have a proven track record of delivering exceptional client service, driving revenue growth, and contributing to the development of the wealth management business.

Requirements:

  • MBA/PGDM in Finance or related field with 7-12 years of experience in Wealth Management, Financial Planning, and Investment Advisory.
  • Relevant certifications such as CFA/CFP will be an added advantage.
  • Proven experience in managing large portfolios, including investments in stocks, bonds, mutual funds, and other securities.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Excellent communication, interpersonal, and relationship-building skills, with the ability to work effectively with cross-functional teams.

Preferred Candidate Profiles:

  • Minimum AUM size of $30 million.
  • Experience in various wealth instruments, including insurance, FD, mutual funds, PMS, and AIF.
  • Exposure to industry-standard software and systems, with proficiency in data analysis and presentation.
  • Ability to identify opportunities for greater profit and contribute to the growth of the wealth management business.

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