Chief Client Advocate

2 days ago

Dombivli, Maharashtra, India beBeePartnerships Full time ₹ 80,00,000 - ₹ 1,50,00,000
Role Description

As a seasoned professional, you will lead our client partnerships efforts, driving business development and sales to high net worth investors and family offices.

The successful candidate will own the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building.

They will communicate investment strategies clearly, highlighting our hyper-personalization, goal-focused, and quant & AI-driven approach.

In addition, they will gather structured client feedback and work cross-functionally with the product and quant teams to influence product direction.

Required Skills and Qualifications

  • 5+ years of experience in wealth management, PMS/AIF advisory, or private banking.
  • A strong academic background from premier institutions and a willingness to obtain the NISM Series XXI-B (Portfolio Managers) certification.
  • Demonstrated success managing high net worth relationships, especially younger or tech-savvy clients.
  • A mindset that is AI-native, productive, and bias toward action.

Benefits

At our organization, we value:

  • Fulfilment through exceptional work.
  • Pursuit of excellence in solving users' problems.
  • Talent density, where we hire one superhuman over five average players.
  • Relentless innovation, using first principles thinking and multidisciplinary ingenuity.
  • The speed of execution and improvement, where perfection is not required.
  • Radical candor, being kind and honest in our communication.
  • Truth alone triumphing, changing our minds when facts change.
  • Pride in craftsmanship, building something that builds us.
  • Fewer rules, thriving in freedom and taking ownership.

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