Senior Portfolio Manager

10 hours ago

Bikaner, Rajasthan, India beBeeWealth Full time ₹ 4,00,00,000 - ₹ 6,50,00,000

Job Title:

Wealth Management Leader

To succeed in this role, you will be responsible for managing a portfolio of high net worth clients. You will work closely with these clients to understand their financial goals and develop strategies to help them achieve them.

About the Role:

This is an individual contributor role that requires a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities:

  • Client Acquisition & Relationship Management:
    • Acquire, nurture, and grow relationships with high net worth clients, family offices, and senior professionals.
    • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
    • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
  • Wealth Advisory & Solutions:
    • Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
    • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
    • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
  • Business Growth & Revenue Generation:
    • Achieve assets under management (AUM) and revenue targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the NBFC's wealth management and third-party product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management:
    • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
    • Maintain transparent, ethical, and client-centric practices.
    • Minimize operational and investment risks by adhering to company policies and compliance standards.

Desired Candidate Profile:

  • Postgraduate or MBA/CA/CFA preferred.
  • 12-18 years of experience in Wealth Management/Private Banking with a reputable bank, NBFC, or Wealth Advisory firm.
  • Proven individual contributor track record of managing high net worth client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of high net worth clients in Bangalore and surrounding regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

Key Skills Required:

  • High Net Worth Client Acquisition & Retention
  • Investment & Wealth Advisory Expertise
  • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
  • Business Development & Revenue Orientation
  • Compliance & Risk Awareness

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