Chief Investment Officer

20 hours ago


Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Key Leadership Position

Job Role

We seek an experienced professional to manage Ultra High Net Worth Individuals (UHNWIs) and deliver personalized financial services.

Key Responsibilities

  • Develop and execute strategies to acquire and manage UHNWIs by offering wealth management solutions including PMS, AIF, bonds, mutual funds, and stock market offerings.
  • Drive business growth through effective sales leadership and team management.
  • Maintain in-depth knowledge of financial products, trading strategies, and regulatory changes.
  • Provide expert guidance on portfolio construction, diversification, and risk management.

Requirements

  • 8+ years in wealth management, financial product distribution, or stock market sales with a focus on UHNWIs and HNWIs.
  • Proven track record in selling large portfolios and managing high-value relationships.
  • Expertise in PMS, AIF, bonds, mutual funds, and stock market investments.
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.

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