Financial Services Specialist

6 days ago


Meerut, Uttar Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Wealth Management Career Opportunity

This role is ideal for dynamic and driven professionals passionate about wealth management, alternate investments, and India's fast-growing startup ecosystem.

Key Responsibilities:

  • Identify, connect, and onboard potential investors (angels, high net worth individuals (HNIs), ultra high net worth individuals (UHNIs), family offices, and professionals).
    • Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
        • Collaborate with the investment team to present structured opportunities and conduct investor pitches.
          • Stay updated on trends in startups, venture capital, private markets, and alternate investments.

Requirements:

  • Proven experience in wealth management, sales, or related field.
  • Strong network of contacts among HNIs, UHNIs, family offices, and professionals.
  • Ability to build and maintain long-term client relationships.
  • Excellent communication and presentation skills.


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