Senior Wealth Development Specialist

1 week ago


Aurangabad, Maharashtra, India beBeeWealth Full time ₹ 50,00,000 - ₹ 2,00,00,000
Senior Wealth Development Specialist

The primary objective of this role is to foster strong relationships with high net worth individuals and family offices.

Main Responsibilities:

  • Client Acquisition & Relationship Management: Building long-term connections with HNIs and family offices by understanding their investment goals and preferences.
  • Investment Advisory & Product Distribution: Providing expert advisory services on various wealth products, including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.
  • Business Growth & Strategy: Contributing to the expansion of our wealth management business through a strategic and long-term approach.
  • Market Positioning & Networking: Representing the company at industry events to strengthen brand positioning and network with key stakeholders.

Requirements & Qualifications:

  • 7-12 years of experience in wealth management, managing HNIs and family offices.
  • Strong professional network with HNIs and family offices.
  • Expertise in wealth products, structured investments, and alternative asset classes.
  • A proven track record of raising capital and managing large portfolios.
  • An entrepreneurial mindset with an interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • A willingness to travel for investor meetings and networking opportunities.

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