High Net Worth Client Acquisition Specialist

1 day ago

Chennai Bengaluru Bangalore, India beBeeWealth Full time ₹ 12,00,000 - ₹ 30,00,000
Private Wealth Manager

We are seeking a skilled and experienced Private Wealth Manager to join our team. The successful candidate will be responsible for acquiring and managing high-net-worth clients, ensuring long-term engagement.

  • Drive revenue growth through the acquisition of new clients and the retention of existing ones.
  • Analyze markets and optimize portfolios to recommend investments aligned with client goals.
  • Maintain strong relationships with clients to ensure their financial needs are met.

About the Role

The Private Wealth Manager will work closely with clients to understand their financial objectives and provide tailored solutions to meet their needs.

This is an excellent opportunity for someone who is passionate about delivering exceptional service and building long-term relationships with clients.

Key Responsibilities

  • Develop and implement strategies to acquire and retain high-net-worth clients.
  • Provide expert financial advice and guidance to clients on investment opportunities and portfolio management.
  • Maintain accurate records and reports to ensure compliance with regulatory requirements.

Requirements

To be successful in this role, you will need:

  • A proven track record of success in wealth management or a related field.
  • Strong communication and interpersonal skills.
  • Ability to analyze complex financial data and make informed decisions.

Benefits

This role offers a competitive salary, bonus structure, and benefits package. You will also have access to ongoing training and development opportunities to help you achieve your career goals.

What We Offer

We offer a dynamic and supportive work environment, where you will have the opportunity to work with a talented team of professionals. You will also have access to cutting-edge technology and tools to help you succeed in your role.

  • High Net Worth Acquisitions Trader

    4 days ago

    Bengaluru / Bangalore, Hyderabad / Secunderabad, Telangana, Pune, India beBeeDerivatives Full time ₹ 8,00,000 - ₹ 12,00,000

    Acquiring and Trading SpecialistWe are seeking experienced professionals who can leverage their knowledge of derivatives trading to acquire big-ticket margins for high net worth individuals (HNIs) and ultra-high net worth individuals (UHNI's).Key Responsibilities:Acquire big-ticket margin (min. 1 lac margin) through in-depth knowledge of trading in...

  • High Net Worth Client Wealth Manager

    6 days ago

    Hyderabad / Secunderabad, Telangana, Kolkata, Bengaluru / Bangalore, India beBeeWealthManagement Full time US$ 9,00,000 - US$ 12,00,000

    Senior Relationship Manager (HNI Clients)Cater to the investment needs of high net worth individuals by recommending a range of products including mutual funds, portfolio management services, alternative investment funds, private equity, stock market investments, and bonds. Meet stringent performance targets for asset under management, investor acquisition,...

  • High Net Worth Client Manager

    4 days ago

    Bengaluru / Bangalore, Chandigarh, Thane, India beBeeWealthManager Full time ₹ 8,00,000 - ₹ 12,00,000

    **Job Description** The primary responsibility of this role is to cater to the complex financial and banking needs of high net worth individuals (HNI). It involves establishing a strong relationship with these clients, providing them with comprehensive solutions for their personal and business banking requirements. The incumbent will be responsible for...

  • High Net Worth Acquisitions Specialist

    4 days ago

    Chennai, Delhi, Kolkata, India beBeeAcquirer Full time ₹ 8,00,000 - ₹ 12,00,000

    Join a dynamic team as a seasoned Acquirer and Trader. We are seeking an experienced professional to drive business growth by leveraging their expertise in acquiring and trading for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNI's).The ideal candidate will possess a strong track record of acquiring Big Ticket margins, with a...

  • Wealth Advisor for High Net Worth Clients

    1 day ago

    Bengaluru, Karnataka, India beBeeHighNetWorth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    As a high net worth client advisor, you will play a pivotal role in cultivating and guiding affluent relationships.Key Responsibilities:Cultivate and guide high net worth client relationshipsBUILD sales momentum through regular meetings and presentationsOrganize seminars workshops and other business development activities to drive revenue growthMaintain high...

  • High Net Worth Private Banker

    4 days ago

    Cochin / Kochi / Ernakulam, Chennai, Bengaluru / Bangalore, India beBeePrivateBanker Full time ₹ 15,00,000 - ₹ 20,00,000

    High Net Worth Private BankerWe are seeking an experienced High Net Worth Private Banker to join our team. In this role, you will be responsible for acquiring, deepening and retaining High Net Worth Individual (HNI) clients.Your primary focus will be on generating revenue by promoting a range of financial products including Mutual Funds, Portfolio Management...

  • High Net Worth Client Advisor

    4 days ago

    Hyderabad / Secunderabad, Telangana, Kolkata, Chennai, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Job OverviewWe are seeking a highly skilled and experienced client advisor to join our team. As a High Net Worth Client Advisor, you will be responsible for providing expert financial guidance and advice to high net worth individuals and families.Key Responsibilities:Develop and maintain strong relationships with clients to understand their complex financial...

  • High Net Worth Business Development Professional

    6 days ago

    Chennai, Bengaluru / Bangalore, Gurgaon / Gurugram, India beBeeClient Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: Business Development Leader">The Business Development Leader is responsible for driving the acquisition of High Net Worth (HNW) and Ultra High Net Worth (UHNW) relationships. This involves managing a team of 8-10 Relationship Managers.Key responsibilities include establishing strong ties with HNI/UHNI clients by designing and implementing their...

  • High Net Worth Relationship Manager

    24 hours ago

    Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Key ResponsibilitiesThis role is instrumental in acquiring high net worth individuals and ultra high net worth clients, and building long-term relationships with the bank.The ideal candidate will have a strong client base and a deep understanding of wealth management products.Identify and acquire new high net worth clients.Build and maintain strong...

  • High Net Worth Manager

    3 days ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 1,00,00,000

    Seeking a seasoned wealth management expert to drive success in this high-profile role. Key responsibilities include managing high net worth individuals and corporate clients with expertise, delivering exceptional service levels, and growing client relationships.Key Responsibilities:Upsell company's mutual fund products to retail/HNI clients based on...