Financial Portfolio Manager

4 days ago


Dombivli, Maharashtra, India beBeeWealthManagement Full time ₹ 25,00,000 - ₹ 50,00,000
Job Overview

We are seeking experienced professionals to join our wealth management team. As a key member, you will be responsible for acquiring and maintaining relationships with affluent and super-affluent clients.

Your primary focus will be on generating Assets Under Management (AUM) from preferred clients by advising them on their investments and managing their overall financial portfolio. You will also play a crucial role in tracking the affluent and super-affluent client segment in the market for new client acquisition opportunities.

To succeed in this role, you will require:

  • A minimum of 3-5 years of work experience preferably in a Private Bank/Wealth Management set-up.
  • Good tenure with stability, ideally at least 3-4 years in your present and previous companies.
  • Experience handling and managing clients with a minimum investment amount of Rs.1 Cr and above.

If you have a passion for providing exceptional wealth management services and a strong track record of success, we encourage you to apply.



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