Strategic Client Advocate

2 days ago


Mysore, Karnataka, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 1,99,99,999

Unlock Your Potential as a Relationship Manager

High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs)

Key Responsibilities:

  • Develop and Manage Client relationships to enhance and acquire more Assets Under Management (AUM)
  • Align AUM with Clients' Financial Strategies to reduce Risk, Cost, and Tax while enhancing desired returns and portfolio Volatility
  • Review and Service portfolios to create exceptional client experiences
  • Onboard new relationships and clients through strategic acquisition efforts
  • Conduct marketing activities to increase the number of clients managed
  • Stay up-to-date with industry knowledge and skills to deliver high-quality services
  • Maintain the highest ethical standards in service provision and analysis
  • Collaborate closely with product teams for delivering specialized advice


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