Senior Vice President of Wealth Advisory Services

2 days ago

Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 65,00,000

Job Title

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We are seeking an experienced Investment and Wealth Manager to join our team.

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About the Job

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  • The successful candidate will be responsible for managing a portfolio of high net worth clients, providing end-to-end investment advisory and wealth management solutions.
  • They will need to have strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities

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  • Acquire, nurture, and grow relationships with high net worth clients, family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
  • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.

Skills and Qualifications

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  • Post Graduate/MBA/CA/CFA preferred.
  • 12–18 years of experience in Wealth Management/Private Banking with a reputed firm.
  • Proven individual contributor track record of managing high net worth client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of high net worth clients in Bangalore and surrounding regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

Benefits

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  • Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion.
  • Drive cross-sell and up-sell opportunities across the firm's wealth management and third-party product suite.
  • Leverage existing relationships to grow client base through referrals and networking.

Compliance & Risk Management

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  • Ensure strict adherence to regulatory requirements.
  • Maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to company policies and compliance standards.

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