Senior Private Wealth Manager

20 hours ago

Bhavnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Private Wealth Opportunity

This is a high-end wealth management role that requires expertise in building and maintaining strong relationships with high-net-worth individuals.

  • We are seeking a professional with a proven track record of providing personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • The ideal candidate will have excellent communication, presentation, and negotiation skills to effectively cross-sell wealth management products and services to existing clients.
  • A strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), is essential for this role.
Key Requirements
  • 12-18 years of relevant experience in wealth management.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.

As a private wealth manager, you will be responsible for identifying new business opportunities and generating leads through networking and referrals. You will also conduct thorough due diligence on investment products and providers to mitigate risks.

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