Elite Client Portfolio Manager

2 days ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Ultra High Net Worth Individuals Manager

This position offers an exciting opportunity to manage and grow relationships with high net worth individuals, providing personalized wealth management solutions.

Key Responsibilities:
  • Develop and execute a comprehensive sales strategy to expand business with ultra-high net worth clients.
  • Build strong relationships with clients, understand their financial goals, and position our services as optimal solutions.
  • Drive the acquisition of new clients and growth of existing portfolios.
  • Provide expert guidance on portfolio construction and diversification, and offer tailored investment strategies.
Requirements:
  • Minimum 5 years of experience in wealth management or related field.
  • Proven track record in selling large portfolios and managing high-value relationships.
  • Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and stock market investments.

Skills & Competencies:

  • Strong sales and business development skills.
  • Excellent communication, negotiation, and interpersonal skills.
  • Leadership skills, with experience in managing and mentoring a team.

Personal Attributes:

  • Client-focused with a high level of professionalism and integrity.
  • Self-motivated, results-driven, and capable of operating independently.


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