Financial Portfolio Manager

5 days ago


Ajmer, Rajasthan, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000

We are seeking experienced and skilled individuals to join our team as Wealth Managers and Senior Wealth Managers.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with affluent and super-affluent clients.

Key responsibilities include:

  • Acquiring new affluent and super-affluent clients through strategic marketing initiatives
  • Maintaining existing client relationships and growing assets under management (AUM) through mutual funds, portfolio management services, and structured products
  • Providing personalized investment advice and managing overall financial portfolios for high net worth individuals
  • Staying up-to-date with market trends and competitor activity to identify opportunities for new client acquisition

Requirements:

  • 3-5 years of work experience in private banking or wealth management
  • Good vintage in current and previous companies, with a minimum tenure of 3-4 years of stability
  • Ability to handle and manage clients with a minimum investment amount of Rs.1 Cr and above


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