High Net Worth Relationship Manager

1 day ago


Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Description:

As a senior wealth management professional, you will play a vital role in building and maintaining relationships with high-net-worth individuals. Your primary responsibility will be to understand their financial goals and objectives, providing personalized advice and solutions tailored to their needs and risk appetite.

You will conduct regular portfolio reviews and performance updates with clients, ensuring alignment with their financial objectives. Demonstrating expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity, is essential for this role.

Key responsibilities include educating clients on the features, benefits, and risks associated with various wealth management products, recommending suitable investment strategies and products based on client preferences and risk profile, and identifying new business opportunities through networking and referrals.

Additionally, you will drive business growth by effectively cross-selling wealth management products and services to existing clients and conducting thorough due diligence on investment products and providers to mitigate risks.

Maintaining accurate records of client interactions and transactions in accordance with compliance standards is crucial for this position.

Key Requirements:
  • 12-18 years of relevant experience
  • Strong understanding of wealth management products, including AIFs and PMS
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications (e.g., AMFI, NISM) are advantageous


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