Executive Director of Private Wealth

2 weeks ago


Mount Abu, Rajasthan, India beBeeWealthManagement Full time ₹ 6,00,00,000 - ₹ 6,50,00,000
Senior Financial Leader

Job Overview:

The Senior Financial Leader will oversee a portfolio of high-net-worth clients, providing comprehensive wealth management solutions.

Key Responsibilities:
  • Client Acquisition & Relationship Management:
    • Establish and grow relationships with high-net-worth clients, family offices, and senior professionals.
    • Develop trust with clients, understanding their financial goals, risk tolerance, and wealth planning needs.
    • Regularly review client portfolios, offering strategic advice aligned with market conditions and client objectives.
  • Wealth Advisory & Solutions:
    • Advise clients on investment products, including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
    • Provide customized wealth planning, tax-efficient investment strategies, and succession planning guidance.
    • Stay up-to-date on market trends, regulatory changes, and investment opportunities.
  • Business Growth & Revenue Generation:
    • Meet AUM targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the wealth management and third-party product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management:
    • Maintain strict adherence to regulatory requirements.
    • Practice transparent, ethical, and client-centric approaches.
    • Minimize operational and investment risks by adhering to company policies and compliance standards.

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