Senior Wealth Manager

11 hours ago


Alwar, Rajasthan, India beBeeWealth Full time ₹ 4,00,00,000 - ₹ 6,50,00,000
Senior Wealth Manager

This role requires a senior professional to develop and maintain relationships with high-net-worth clients, family offices, and senior professionals.

The successful candidate will be responsible for conducting regular portfolio reviews, providing tailored wealth planning and tax-efficient investment strategies, and offering strategic solutions aligned with market conditions and client objectives.

  • Key Responsibilities:
  • Build strong personal networks and deepen product knowledge to deliver consistent revenue and asset growth.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities to provide expert advice to clients.
  • Act as a trusted advisor, understanding client financial goals, risk appetite, and wealth planning needs.
  • Develop and execute effective business plans to achieve AUM (Assets Under Management) and revenue targets.
  • Drive cross-sell and up-sell opportunities across the wealth management and third-party product suite.
  • Leverage existing relationships to grow client base through referrals and networking.
  • Ensure strict adherence to regulatory requirements and maintain transparent, ethical, and client-centric practices.

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