Head of Strategic Partnerships

2 days ago

Ghaziabad, Uttar Pradesh, India beBeeStrategist Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Summary

We seek a seasoned professional to drive business development and client relationships in the wealth management sector.

About the Role
  • Pursue high net worth individuals and family offices with strategic sales and relationship building initiatives.
  • Develop and execute customized investment strategies leveraging AI-driven approaches and quant analysis.
  • Gather actionable feedback from clients and collaborate with product teams to inform product direction.
  • Utilize modern tools and technologies to enhance productivity and efficiency.
Key Responsibilities
  1. Leverage industry expertise to provide exceptional service and solutions to clients.
  2. Lead the end-to-end client journey, including sale, onboarding, portfolio discussions, and relationship building.
  3. Maintain strong relationships with clients through proactive communication and tailored support.
Requirements
  • 5+ years of experience in wealth management, PMS/AIF advisory, or private banking.
  • Demonstrated success managing high net worth individual (HNI) and ultra high net worth individual (UHNI) relationships.
  • Strong academic background from premier institutions and willingness to obtain relevant certifications.
  • Ai-native productivity and end-to-end ownership.
Culture
  • Foster a culture of excellence in problem-solving and innovation.
  • Promote talent density and attract top performers.
  • Encourage radical candor and a pursuit of truth.
  • Emphasize craftsmanship and self-motivation.

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