
Senior Wealth Manager
10 hours ago
Job Summary:
We are seeking a highly skilled and motivated Senior Wealth Manager to join our organization. As a key member of our Private Banking division, you will be responsible for developing and maintaining relationships with high net worth individuals and overseeing the management of their financial portfolios.
Responsibilities:
- Fostering and sustaining strong relationships with high net worth clients
- Managing client portfolios to achieve growth and profitability objectives
- IDentifying and pursuing new business opportunities
- Providing exceptional customer service and support
Requirements:
- Minimum 2 years of experience in wealth management or a related field
- A strong understanding of financial markets and economic trends
- Excellent communication and interpersonal skills
- The ability to manage complex client requirements
Preferred Qualifications:
- Wealth management experience
- Insurance experience
- Retail relationship management profile
Key Skills:
- AMFI Certification
- NCFM Certification (Optional)
- CAIIB
- IRDA
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- Relationship Management and Negotiation Skills
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry
This is a challenging and rewarding role that requires a strong work ethic, excellent communication skills, and a passion for delivering exceptional results.
-
Wealth Manager
2 days ago
Jamnagar, Gujarat, India beBeeRelationship Full time ₹ 2,50,00,000 - ₹ 5,00,00,000Job Overview:Senior Relationship Manager- Wealth Management SolutionsAs a seasoned wealth management professional, you will be responsible for building and managing relationships with high net worth individuals (HNIs) and family offices.The ideal candidate will have a strong understanding of wealth products, structured investments, and alternative asset...
-
Senior Wealth Management Executive
3 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 15,60,000 - ₹ 20,92,000Job Title: Business Development ProfessionalAbout This RoleWe seek a seasoned wealth management professional to fill this senior role.Your primary responsibility will be to generate sales through your network and existing contacts. To excel, you should have a well-established database of relationships built over time.Strong industry knowledge and relevant...
-
Senior Wealth Strategist
1 week ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000Private Wealth Management OpportunityWe are seeking a skilled Private Wealth Manager to join our team. As a key member of our wealth management division, you will be responsible for delivering tailored investment solutions to high net worth individuals and clients.Your primary focus will be on developing and implementing personalized wealth management...
-
Digital Wealth Platform Specialist
4 days ago
Jamnagar, Gujarat, India beBeeWealthManagement Full time ₹ 90,00,000 - ₹ 1,20,00,000Wealth Management Subject Matter Expert Job OpportunityJob Description: Wealth management is a highly specialized field that requires deep domain knowledge, expertise, and experience. As a wealth management subject matter expert, you will play a crucial role in guiding the successful implementation of our digital wealth platform.Key Responsibilities:Act as...
-
Senior Private Wealth Strategist
3 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Private Wealth Advisor Role">Develop and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Provide personalized financial advice and wealth management solutions based on clients' needs and risk appetite.Responsibilities:Conduct regular portfolio reviews and performance updates with clients to...
-
Salesforce Wealth Management Expert
3 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,01,00,000Job OpportunityWe are seeking a highly skilled Salesforce Project Manager to lead and manage the implementation of Salesforce projects within the wealth management sector.The ideal candidate will work closely with cross-functional teams, including wealth advisors, operations, compliance, and IT, to gather business requirements and translate them into...
-
Private Wealth
2 days ago
Jamnagar, Gujarat, India ICICIDirect Full timeRole & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to...
-
Senior Portfolio Manager
2 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 60,00,000 - ₹ 65,00,000**Job Title:** Senior Portfolio ManagerDescription:We are seeking an experienced Senior Portfolio Manager to join our Wealth Management team. As a Senior Portfolio Manager, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management...
-
Jamnagar, Gujarat, India beBeeIntegration Full time ₹ 30,00,000 - ₹ 40,00,000We're seeking a seasoned Integration Project Lead to drive seamless middleware and API integrations for our wealth management platform. This critical role ensures the bridge between product, engineering, vendors, and business stakeholders drives successful integration delivery with APIs, message queues, and file-based systems.The position is responsible for...
-
Private Wealth Strategist
1 week ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,12,50,000About the RoleWe are seeking a professional to acquire High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients and establish long-term relationships with them.This role is instrumental in generating fee income by selling Investment and Insurance products to Private Banking clients.Responsibilities:Acquire new Private Banking...