Senior Wealth Manager

20 hours ago


Alleppey, Kerala, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,25,00,000

Job Overview

We are seeking a Senior Wealth Manager to join our team. This role involves building and maintaining relationships with high net worth individuals and family offices.

The successful candidate will have a strong understanding of wealth management products and services, as well as excellent communication and interpersonal skills.

This is an exciting opportunity for a seasoned professional to take on new challenges and contribute to the growth of our business.

Key Responsibilities:

● Client Acquisition & Relationship Management: Establish and maintain relationships with UHNIs and family offices.

● Investment Advisory & Product Distribution: Offer expert advice on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.

● Business Growth & Strategy: Develop and implement strategies to expand our wealth management business.

● Market Positioning & Networking: Represent our company at industry events and strengthen brand positioning.

Qualifications & Experience:

● 7-12 years in wealth management, managing HNIs and family offices.

● Strong relationships with UHNIs and family offices.

● Expertise in wealth products, structured investments, and alternative asset classes.

● Proven ability to raise capital and manage large portfolios.

● Entrepreneurial mindset with interest in running a venture with equity participation.

● Experience in building and leading teams.

● Willingness to travel for investor meetings and networking.



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