Senior Wealth Manager

18 hours ago

Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 75,00,000 - ₹ 5,00,00,000

**Job Opportunity:** Senior Wealth Manager

Our organization seeks a skilled and experienced professional to join our wealth management team.

Main Responsibilities:

  • Client Acquisition & Relationship Management: Establish and maintain relationships with high net worth individuals (HNIs) and family offices.
  • Investment Advisory & Product Distribution: Provide expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within the ₹5 Cr - ₹50 Cr ticket size range.
  • Business Growth & Strategy: Develop long-term business growth strategies for our wealth management division.
  • Market Positioning & Networking: Represent our organization at industry events and enhance brand recognition.

Required Skills & Qualifications:

  • A minimum of 7-12 years of experience in wealth management, managing HNIs and family offices.
  • Strong relationships with family offices, UHNIs.
  • Expertise in wealth products, structured investments, and alternative asset classes. Ability to manage portfolios up to ₹50 Crs and have a set of clients.
  • Proven ability to raise capital and manage large portfolios.
  • An entrepreneurial mindset with interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • Williness to travel for investor meetings and networking.

Benefits:

  • Opportunity to work with a dynamic team in the wealth management sector.
  • Chance to build and lead a team.
  • Professional development and growth opportunities.

How to Apply: Interested candidates should submit their resumes and cover letters for consideration.

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