Senior Portfolio Manager

2 days ago


Tirupati, Andhra Pradesh, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,00,00,000

Our organization is seeking experienced wealth managers to oversee affluent and super-affluent clients.

Key Responsibilities:
  • Maintain client relationships and generate assets under management from preferred clients
  • Advise affluent and super-affluent clients on their investments and manage their overall financial portfolios
  • Deepen existing client wallets and identify new client acquisition opportunities
Requirements:
  • 3-5 years of work experience in private banking or wealth management
  • Strong track record in current and previous roles with a minimum tenure of 3-4 years
  • Experience managing clients with a minimum investment amount of one crore and above

Our ideal candidate will have exceptional interpersonal skills, the ability to build strong relationships with high net worth individuals, and a deep understanding of investment products and services. They should be proactive, results-driven, and able to work effectively in a fast-paced environment.


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