Current jobs related to Senior Wealth Management Specialist - Hyderabad, Telangana - beBeeHni

  • Senior Wealth Advisor

    2 weeks ago


    Hyderabad, Telangana, India beBeeWealthManager Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Job Title: Senior Relationship Manager- Wealth Management SolutionsOverview:We are seeking a highly skilled and experienced professional to join our wealth management team as a Senior Relationship Manager. In this role, you will be responsible for building and managing relationships with family offices and ultra-high net worth individuals (UHNIs).Key...


  • Hyderabad, Telangana, India Wealth First Full time

    Job DescriptionCompany DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in 'Treasury and Wealth Solutions.' We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a...


  • Hyderabad, Telangana, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    We are currently seeking a seasoned Certified Financial Planner to fill a dynamic role as Senior Relationship Manager in our Hyderabad office.About the RoleThis is an exceptional opportunity for a skilled professional with a proven track record in financial planning, wealth management advisory, and client relationship management.Key Responsibilities:Client...

  • Senior Wealth Manager

    2 weeks ago


    Hyderabad, Telangana, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Role DescriptionTo build and maintain effective relationships with high-net-worth individuals to understand their financial objectives.To provide tailored financial advice and wealth management solutions to clients based on their needs and risk tolerance.To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their...


  • Hyderabad, Telangana, India Weekday AI Full time ₹ 6,00,000 - ₹ 11,00,000 per year

    This role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 6-11 LPA)Min Experience: 5 yearsLocation: HyderabadJobType: full-timeWe are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves...


  • Hyderabad, Telangana, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Wealth Management SpecialistDevelop and execute financial planning, investment management, and asset allocation strategiesCultivate deep understanding of clients' financial goals and provide tailored advice to ensure effective wealth managementCollaborate with other partners and utilize resources to optimize client solutions and enhance service deliveryKey...

  • Relationship Manager

    3 weeks ago


    Hyderabad, Telangana, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Private Wealth

    3 weeks ago


    Hyderabad, Telangana, India ICICIDirect Full time

    Role & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio reviews and performance updates with clients to...

  • Private Wealth

    2 weeks ago


    Hyderabad, Telangana, India ICICIDirect Full time

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth

    3 weeks ago


    Hyderabad, Telangana, India ICICIDirect Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

Senior Wealth Management Specialist

2 weeks ago


Hyderabad, Telangana, India beBeeHni Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

Job Role and Responsibilities:

">
  • Develop high-value relationships within the HNI Broking vertical.
    • Any Graduate/PG/MBA from a reputed institute or Graduate from a good college.
    ">

Key Experience Requirements:

">
  • Minimum 3 to 8 years in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from BFSI or any other sector with good business/market knowledge.