Wealth Management Professional

7 days ago

Thāne, Maharashtra, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 30,00,000

Job Opportunity:

Senior Relationship Manager – Wealth Management Solutions

We are seeking a seasoned and accomplished Senior Relationship Manager to spearhead our wealth management business.

  1. Client Acquisition & Relationship Management
  • Establish and nurture relationships with high net worth individuals (HNIs) and family offices, driving growth through strategic partnership building.
Investment Advisory & Product Distribution
  • Offer expert investment advice on various financial products, including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.
Business Growth & Strategy
  • Develop and execute a long-term vision for expanding the wealth management business, identifying opportunities for growth and improvement.
Market Positioning & Networking
  • Represent the organization at industry events, strengthening brand recognition and establishing key connections within the market.

Requirements and Expectations:

Qualifications & Experience:

  • 7-12 years of experience in wealth management, managing HNIs and family offices.
  • Strong relationships with HNIs and family offices.
  • Expertise in wealth products, structured investments, and alternative asset classes.
  • Proven ability to raise capital and manage large portfolios.
  • Entrepreneurial mindset with interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • Willingsness to travel for investor meetings and networking.

Benefits and Perks:

As a valued member of our team, you can expect a competitive compensation package, opportunities for professional growth, and a dynamic work environment that fosters innovation and collaboration.

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