Senior Investment Specialist

22 hours ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Description

As a senior wealth manager, you will play a pivotal role in leading our client acquisition and relationship management efforts.

  • You will be responsible for acquiring and managing high net worth individuals with a focus on long-term wealth creation and relationship management.
  • Develop and maintain an assets under management (AUM) of INR 50 Cr and above.
  • Provide end-to-end investment advisory services across equity, mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), non-convertible debentures (NCDs), bonds, and structured products.
  • Demonstrate a deep understanding of client risk profiles and recommend suitable financial solutions.
  • Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling.
  • Conduct regular portfolio reviews and rebalancing as per market dynamics.
  • Ensure compliance with all internal processes, regulatory requirements, and documentation standards.
Required Skills and Qualifications

We are looking for candidates with the following qualifications:

  • 5-6 years of experience in wealth management, preferably with a private bank, broking house, or asset management company (AMC).
  • Proven track record in managing and growing AUM of INR 50 Cr or more.
  • Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments.
  • Excellent client acquisition, relationship-building, and communication skills.
  • Certifications like NISM VA / NISM XA+XB / CFP (preferred).
  • Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.
Benefits

We offer competitive compensation packages along with opportunities for fast-track career growth. Our supportive leadership team provides a collaborative work environment that enables our employees to excel in their roles.

Others

We believe in investing in the growth and development of our employees. As a result, we provide access to a wide range of training programs and resources that enable our employees to stay up-to-date with industry developments and best practices.

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