Strategic Wealth Development Lead

1 day ago


Alleppey, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000

About Us

We aim to simplify wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Our approach is transparent, data-driven, and objective-led, focusing on wealth creation, risk management, tax planning, and estate planning.

Role Overview

We seek a skilled Client Growth Manager to develop and maintain client relationships, enhancing and acquiring more Assets Under Management (AUM). This role involves aligning AUM with clients' financial strategies to reduce risk, cost, and tax while achieving desired returns and portfolio volatility.

Key Responsibilities

  • Develop and maintain client relationships to grow AUM
  • Align AUM with clients' financial goals to minimize risk and maximize returns
  • Review and service portfolios to deliver exceptional client experiences
  • Onboard new clients and acquire new relationships through marketing activities
  • Stay up-to-date with industry knowledge and skills to provide top-notch services
  • Maintain the highest ethical standards in providing analysis and advice
  • Collaborate with product teams to offer specialized guidance

We Offer

A dynamic work environment that fosters trust, collaboration, and excellence. With multiple locations across India and an international office in Dubai, we empower our clients to make informed investment decisions.



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