Head of Private Wealth

1 day ago

Guntur, Andhra Pradesh, India beBeeWealthStrategist Full time ₹ 55,00,000 - ₹ 65,00,000
Job Title: Senior Wealth Strategist

This is a high-profile individual role that requires a strong personal network, in-depth knowledge of wealth management products, and a proven track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities:
  • Establish and maintain key relationships with High-Net-Worth (HNI) / Ultra-High-Net-Worth (UHNI) clients, family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial objectives, risk appetite, and wealth planning needs.
  • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client goals.
Wealth Advisory & Solutions:
  • Advise clients on a wide range of investment products including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
  • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
Business Growth & Revenue Generation:
  • Achieve assets under management (AUM) and revenue 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.
  • Leverage existing relationships to grow the client base through referrals and networking.
Compliance & Risk Management:
  • Ensure strict adherence to regulatory requirements and maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to company policies and compliance standards.

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