
High Net Worth Client Manager
12 hours ago
Job Role Overview:
A Key Account Liaison Specialist plays a pivotal role in fostering strong relationships with high net worth clients, offering them bespoke investment solutions and exceptional service delivery.
The ideal candidate will possess a robust background in business development, portfolio performance analysis, and financial acumen. Their primary responsibilities will include addressing client needs, devising strategic marketing plans, identifying new customer opportunities, and deepening existing relationships through targeted cross-selling and retention strategies.
To excel in this position, the Key Account Liaison Specialist must be able to meticulously analyze client profiles, identify their investment objectives, and provide tailored financial solutions to meet their evolving needs. This encompasses providing access to debt products, structures, equities, mutual funds, and real estate investments.
Success in this role is measured by the ability to ensure profitability of the portfolio, generate substantial income per customer, and acquire new customers who meet product criteria. A Master's degree in finance or a related field, accompanied by certifications such as AMFI or NISM, is highly desirable for this position.
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High Net Worth Relationship Manager
4 days ago
Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000Relationship Manager - High Net Worth">We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.Responsible for establishing...
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High Net Worth Client Acquisition Specialist
6 hours ago
Mumbai, Maharashtra, India beBeeBusiness Full time ₹ 30,00,000 - ₹ 50,00,000Strategic Business Development ManagerWe are seeking a highly skilled and experienced Strategic Business Development Manager to drive our growth strategy forward. As a key member of our team, you will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.The ideal candidate...
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High Net Worth Client Acquisition Specialist
2 days ago
Mumbai, Maharashtra, India beBeeWealth Full time ₹ 22,00,000 - ₹ 2,20,00,000Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...
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High Net Worth Relationship Manager
2 days ago
Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...
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High Net Worth Leadership Position
11 hours ago
Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 30,00,000 - ₹ 40,00,000We are seeking an experienced and result-driven professional to lead our High Net Worth Desk in Mumbai.This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the High Net Worth Desk.
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High Net Worth Client Relationship Specialist
10 hours ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Key Account Manager RoleAt the forefront of digital finance, this role plays a pivotal part in driving strategic growth.Cultivate, manage and expand relationships with high net worth individuals, family offices, institutional investors and ultra high net worth clients.Deliver tailored investment solutions and services to these key stakeholders.Evaluate...
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High Net Worth Sales Leader
3 days ago
Navi Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 12,00,000 - ₹ 36,00,000Lead Sales Professional - HNI Equity BrokerWe are looking for an accomplished leader to spearhead our high-net-worth sales team in equity broking.In this key leadership role, you will be responsible for acquiring relationships with high-net-worth individuals, managing a dynamic team of sales professionals, and driving significant growth by delivering expert...
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High Net Worth Client Portfolio Manager
2 days ago
Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Senior Wealth Manager RoleA highly skilled and accomplished wealth management professional is required to deliver comprehensive wealth solutions to high-net-worth individuals.Key Responsibilities:Prospect, acquire and retain high-value clientele through strategic engagement and relationship building.Design and recommend bespoke financial strategies aligned...
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High Net Worth Portfolio Advisor
2 days ago
Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,01,00,000As a seasoned financial advisor, you will play a pivotal role in managing and growing a portfolio of high net worth clients by providing expert investment guidance, strategic wealth planning, and tailored financial solutions.Key Responsibilities:Establish and maintain strong, long-lasting relationships with high net worth clientsOffer authoritative advice on...
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High Net Worth Business Developer
2 days ago
Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 40,00,000 - ₹ 50,00,000Business Development Professional - High Net Worth ClientsRole OverviewWe are seeking a seasoned business development professional to acquire and manage high net worth individual (HNI) and ultra HNI clients across various market segments.Key Responsibilities:Acquire new HNI and ultra HNI clients through strategic relationships and revenue generation...