Strategic Wealth Manager

3 days ago

Bellary, Karnataka, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 65,00,000
Wealth Management Leadership Opportunity

This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities:
  • Client Acquisition & Relationship Management:
    • Acquire, nurture, and grow high net worth relationships with 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 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 assets under management targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the wealth management product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management:
    • Ensure adherence to regulations.
    • Maintain transparent, ethical, and client-centric practices.
    • Minimize operational and investment risks by adhering to compliance standards.

  • Strategic Wealth Strategist

    1 week ago

    Bellary, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Our organization seeks a high-caliber Wealth Manager to develop and implement personalized financial strategies for our valued clients. With a collaborative approach, transparency, and client focus, we aim to deliver customized solutions and proactive risk management.Main Responsibilities:Designing and implementing tailored wealth management plansProviding...

  • Senior Wealth Management Specialist

    5 days ago

    Bellary, Karnataka, India beBeeWealth Full time ₹ 20,00,000 - ₹ 22,50,000

    Job Title: Subject Matter Expert Wealth ManagementWealth Platform Specialist WantedWe are seeking a highly skilled professional to lead the successful implementation of our digital wealth platform.The ideal candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory...

  • Senior Wealth Management Professional

    2 days ago

    Bellary, Karnataka, India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Job Title: Senior Wealth Management ProfessionalAbout the RoleWe are seeking an experienced Senior Wealth Management Professional to join our team. The ideal candidate will have a strong track record in wealth management, with a focus on building and managing relationships with family offices and High Net Worth Individuals (HNIs).Key Responsibilities:Client...

  • Strategic Relationship Manager

    2 days ago

    Bellary, Karnataka, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Empowering Individuals through Strategic Wealth CreationAt our organization, we are dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Our transparent, data-driven, and objective-focused approach enables clients to achieve financial success.We offer a comprehensive suite of services...

  • Private Banker

    2 days ago

    Bellary, Karnataka, India Neo Wealth Partners Full time

    Company DescriptionNeo Wealth Partners (NWP) is revolutionizing wealth management by fostering a partnership between Bankers and the Firm to deliver client-centric solutions. Partners operate independently without organizational targets, using their personalized approach to client segmentation while receiving full institutional support. This model ensures...

  • Wealth Management Training Specialist

    7 days ago

    Bellary, Karnataka, India beBeeTraining Full time ₹ 1,40,00,000 - ₹ 2,01,00,000

    About AUM CapitalWe specialize in wealth management and fixed income broking and distribution with a 360-degree approach to address client needs.Our core practice of fair dealing complements our motto – 'Your Trust is Our Wealth'.Job DescriptionWe are seeking a dynamic Product Trainer – Wealth Products.The ideal candidate will be responsible for training...

  • Senior Wealth Manager

    22 hours ago

    Bellary, Karnataka, India beBeeFinancial Full time ₹ 17,00,000 - ₹ 28,00,000

    As a seasoned financial professional, you will have the opportunity to excel in managing relationships with affluent clients.This role is ideal for someone who has experience in wealth management and a strong ability to build rapport with high net worth individuals.Responsibilities:Client Acquisition: Identify potential customers, assess their financial...

  • Transforming Client Futures through Strategic Wealth Management

    7 days ago

    Bellary, Karnataka, India beBeeAmbition Full time ₹ 12,00,000 - ₹ 16,00,000

    Job Title:Ambitious Financial StrategistWe are seeking a seasoned Wealth Manager to join our dynamic team. As an Ambitious Financial Strategist, you will be responsible for delivering tailored wealth management solutions to high net worth clients.Key Responsibilities:Manage and support a portfolio of clients, building strong relationships and maintaining...

  • Wealth Management Professional

    22 hours ago

    Bellary, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Wealth Manager Job DescriptionKey Responsibilities:Build and maintain long-term client relationshipsUnderstand clients' financial goals and risk tolerance to provide tailored investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.Collaborate with...

  • Chief Wealth Strategist

    5 days ago

    Bellary, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000

    Drive Success in Wealth ManagementWe are seeking a seasoned professional to lead our efforts in acquiring Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs). This individual will create tailored wealth management strategies to meet the unique financial needs of these clients.Develop and execute a comprehensive strategy to drive...