Cultivating Strategic Partnerships

4 days ago

Hubli, Karnataka, India beBeeStrategic Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Strategic Partnership Leader

We are building a futuristic wealth management platform that leverages AI and machine learning to provide hyper-personalized investment solutions to high-net-worth individuals and family offices.

Our ideal candidate will champion our offerings, nurture relationships, and drive business growth through outbound development and consultative sales.

The successful candidate will own the end-to-end client journey, including sale, onboarding, portfolio discussions, and relationship building. They will communicate investment strategies clearly and effectively, leveraging their knowledge of goal-focused and quant & AI-driven approaches.

Key responsibilities include:

  • Developing and executing strategic plans to expand our client base and drive revenue growth
  • Building and maintaining strong relationships with high-net-worth individuals and family offices
  • Collaborating with cross-functional teams to influence product direction and develop innovative solutions

Qualifications for this role include:

  • 5+ years of experience in wealth management, PMS/AIF advisory, or private banking
  • Strong academic background from premier institutions and willingness to obtain industry certifications
  • Proven track record of success managing HNI/UHNI relationships, particularly with younger or tech-savvy clients

Our company culture values innovation, collaboration, and excellence. We strive to create a work environment that is challenging, yet rewarding, and offers opportunities for growth and development.

Culture Values:

  • Fostering a culture of continuous learning and improvement
  • Encouraging open communication and collaboration across teams
  • Recognizing and rewarding exceptional performance and achievements
  • Embracing diversity, equity, and inclusion in all aspects of our business
  • Prioritizing employee well-being and work-life balance

At our company, we believe that talent density matters – hiring one superhuman over five average players can make a significant difference in our success. We also prioritize speed of execution and improvement, and encourage radical candor and truth alone triumphing.

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