Achieve Financial Success with Us

5 days ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Wealth Manager Position

We are a rapidly growing financial institution focused on delivering customized investment solutions to high net worth individuals and ultra high net worth individuals.

Our offerings span across equity, mutual funds, portfolio management services, alternative investment funds, structured products, and other wealth management instruments.

Key Responsibilities
  • Achieve revenue growth through effective client relationship management and cross-selling.
  • Conduct regular portfolio reviews and rebalancing as per market dynamics.
  • Evaluate and recommend suitable financial solutions based on client risk profiles.
  • Collaborate with internal product, research, and operations teams for seamless client servicing.
Required Skills and Qualifications
  • 5-6 years of experience in wealth management, preferably with a private bank, broking house, or asset management company.
  • Proven track record in managing and growing assets under management.
  • Strong knowledge of investment products including mutual funds, portfolio management services, alternative investment funds, equity, and fixed income instruments.
  • Excellent client acquisition, relationship-building, and communication skills.
  • Certifications like NISM VA / NISM XA+XB / Certified Financial Planner (preferred).
  • Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.
Benefits
  • Competitive compensation package.
  • Fast-track career growth opportunities.
  • Access to a wide range of investment products and cutting-edge tech-enabled platforms.
  • Supportive leadership and collaborative work environment.

A great opportunity to grow your career in wealth management with our dynamic team

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