High Net Worth Portfolio Manager

4 days ago

Mysore, Karnataka, India beBeeWealth Full time ₹ 65,10,000

Unlock Your Potential in Wealth Management

Job Description

As a Senior Vice President of Wealth Management, you will be responsible for overseeing a portfolio of high-net-worth and ultra-high-net-worth clients. You will provide end-to-end investment advisory and wealth management solutions to these clients.

You will be expected to manage client relationships, acquire new clients, and grow existing ones through tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.

Key Responsibilities:

  • Client Acquisition & Relationship Management: Develop and nurture relationships with high-net-worth and ultra-high-net-worth clients, family offices, and senior professionals.
  • Wealth Advisory & Solutions: Advise clients on a wide range of investment products, provide personalized wealth planning, tax-efficient investment strategies, and succession planning guidance.
  • Business Growth & Revenue Generation: Achieve asset under management (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.
Required Skills and Qualifications

Post Graduate/MBA/CA/CFA preferred.

12–18 years of experience in Wealth Management/Private Banking with a reputable firm.

Proven track record of managing high-net-worth and ultra-high-net-worth client portfolios.

Benefits

This role offers the opportunity to work with high-net-worth and ultra-high-net-worth clients, providing bespoke wealth management solutions and driving business growth.

The ideal candidate will have excellent communication skills, a deep understanding of wealth management principles, and the ability to build strong relationships with clients.

Desired Candidate Profile:

  • Strategic thinker with excellent problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to build and maintain strong client relationships.

  • High Net Worth Client Manager

    2 weeks ago

    Mysore, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Investment AdvisorWe are seeking a seasoned investment advisor to lead client relationships and drive growth.Key Responsibilities:To identify, acquire, and retain affluent clients, building strong relationships and growing assets under management (AUM).Provide personalized investment advice to high-net-worth individuals, managing their financial portfolios...

  • High Net Worth Relationship Manager

    1 week ago

    Mysore, Karnataka, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 25,00,000

    We are seeking a seasoned professional to join our team as a High Net Worth Relationship Manager. As a key member of our client-facing division, you will be responsible for building and maintaining strong relationships with high net worth clients.Job Description:The ideal candidate will have a proven track record of success in banking and finance, with a...

  • High Net Worth Financial Advisor

    2 days ago

    Mysore, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Senior Wealth StrategistJob DescriptionWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our team. As a key member of our wealth management group, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.Key Responsibilities:Relationship Building: Develop and maintain...

  • Portfolio Strategist

    1 week ago

    Mysore, Karnataka, India beBeeWealth Full time ₹ 7,50,000 - ₹ 15,00,000

    Job Title: Portfolio StrategistAbout the Role:We are seeking a seasoned Wealth Manager to join our team, bringing extensive experience in high net worth client acquisition and portfolio management. As a key member of our wealth management division, you will play a critical role in delivering exceptional client service, driving cross-selling initiatives, and...

  • High Net Worth Investor Relations Specialist

    6 days ago

    Mysore, Karnataka, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job DescriptionWe are seeking a skilled Wealth Management specialist to join our team. As a key member of our organization, you will be responsible for driving investor acquisition and building relationships with high net worth individuals, family offices, and professionals.Your primary objective will be to promote our alternate investment opportunities to...

  • Investment Opportunities Manager

    4 days ago

    Mysore, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,01,00,000

    Investment Opportunities Manager As a seasoned investment professional, you will play a pivotal role in driving business growth through strategic partnerships and portfolio management. Job Description Develop and execute investment strategies to attract high net worth individuals and organizations. Present compelling investment opportunities and address...

  • Strategic Client Advocate

    3 days ago

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

    Unlock Your Potential as a Relationship ManagerHigh-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...

  • Wealth Management Advisor

    1 week ago

    Mysore, Karnataka, India beBeeFinancial Full time ₹ 7,50,000 - ₹ 15,00,000

    We are seeking an experienced wealth advisor to join our team. As a qualified financial expert, you will be responsible for building strong relationships with clients and providing personalized investment advice.Key responsibilities:Building and developing a portfolio of high net worth clients.Managing and supporting client relationships through regular...

  • Senior Business Development Manager

    2 days ago

    Mysore, Karnataka, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Director of Strategic PartnershipsWe are seeking a versatile and results-driven professional to lead our business partnerships team. As the Director of Strategic Partnerships, you will be responsible for championing our offerings and nurturing relationships with high net worth individuals and family offices.Main Responsibilities:Drive outbound business...

  • Strategic Leader

    3 days ago

    Mysore, Karnataka, India beBeeDirector Full time US$ 1,25,000 - US$ 1,75,000

    Unlock Global Investment OpportunitiesThis is a highly sought-after leadership role that drives the development and expansion of our wealth management division. As a Director of Wealth, you will oversee the creation and implementation of high-quality investment solutions and client-centric financial planning.Develop and implement our wealth management...