High Net Worth Financial Advisor

2 weeks ago

Thoothukudi, Tamil Nadu, India beBeeWealthManagement Full time ₹ 60,00,000 - ₹ 65,00,000

Job Title:

Wealth Management Executive

About the Role:

The Wealth Management Executive will be responsible for directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions.

Key Responsibilities:

  • Client Acquisition & Relationship Management: Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
  • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.

Wealth Advisory & Solutions:

  • Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
  • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.

Business Growth & Revenue Generation:

  • Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion.
  • Drive cross-sell and up-sell opportunities across the NBFC's wealth management and third-party product suite.
  • Leverage existing relationships to grow client base through referrals and networking.

Compliance & Risk Management:

  • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
  • Maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to company policies and compliance standards.

Desired Candidate Profile:

  • Post Graduate/MBA/CA/CFA preferred.
  • 12–18 years of experience in Wealth Management/Private Banking with a reputed Bank, NBFC, or Wealth Advisory firm.
  • Proven individual contributor track record of managing HNI/UHNI client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of HNI/UHNI clients in Thoothukudi and surrounding regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

Key Skills Required:

  • HNI/UHNI Client Acquisition & Retention
  • Investment & Wealth Advisory Expertise
  • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
  • Business Development & Revenue Orientation
  • Compliance & Risk Awareness

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