Senior Wealth Portfolio Strategist

2 days ago


Alwar, Rajasthan, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

**Wealth Management Leader**

At our organization, we are seeking a seasoned Wealth Manager to lead our wealth management team.

  • Develop and maintain long-term relationships with clients to understand their investment objectives and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Conduct market research and analysis to identify potential investment opportunities and risks.
  • Stay current with the latest market trends and news and provide regular updates to clients.
  • Identify and pursue new business opportunities to grow our client base.
  • Maintain a thorough understanding of our organization's products and services, and effectively communicate them to clients.
  • Collaborate with other departments to ensure that clients receive high-quality services.
  • Meet or exceed sales targets and key performance indicators (KPIs).

**Required Qualifications**

  • 10+ years of experience in wealth management.
  • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification preferred.

**Key Performance Indicators (KPIs)**

  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand client base by generating new business through referrals, networking, and other sales activities.
  • Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.
  • Meet or exceed profitability targets by balancing revenue growth with cost management.
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.
  • Stay up-to-date with the latest market trends and news to identify potential investment opportunities and risks.
  • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.
  • Increase operational efficiency by effectively utilizing tools and resources to manage clients' portfolios and generate reports.
  • Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
  • Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications.


  • Alwar, Rajasthan, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Title: Portfolio StrategistWe are seeking a highly skilled Portfolio Strategist to join our Wealth Management team.About the Role:The Portfolio Strategist will play a key role in delivering bespoke investment and financial planning services to clients.Key Responsibilities:Conduct thorough assessments of clients' financial needs.Develop tailored...

  • Wealth Strategist

    7 days ago


    Alwar, Rajasthan, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    High Net-Worth Client Manager">We are seeking a dynamic professional to join our team as a High Net-Worth Client Manager. This role involves managing relationships with affluent clients and providing personalized wealth management services.">The successful candidate will have excellent communication skills, be able to understand client needs, and provide...


  • Alwar, Rajasthan, India beBeeWealth Full time ₹ 10,00,000 - ₹ 20,00,000

    At deVere Group, we strive to make a difference in our clients' lives and financial wellbeing.We are seeking a Qualified Wealth Manager to join us on our journey of continued growth. You will have the opportunity to manage a vast and varied portfolio, as well as participate in a plethora of training and continual career advancements.Our CEO, Nigel Green,...


  • Alwar, Rajasthan, India beBeeInvestment Full time ₹ 14,40,000 - ₹ 21,60,000

    Job Title: Wealth StrategistWe're reimagining wealth management for India's emerging affluent, making sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.Founded by a team with deep experience across finance, product and technology we're backed by world-class investors.We're not here to follow the...


  • Alwar, Rajasthan, India beBeeIntellectualPropertyManager Full time ₹ 30,00,000 - ₹ 35,00,000

    **Job Title:** Senior Manager IP**Job Description**We are partnering with a global leader to identify a seasoned professional in intellectual property. The position will report directly to the Head of Intellectual Property.Location: Hyderabad / MumbaiThis role involves working on a wide variety of intellectual property matters within the department,...

  • Senior Manager

    8 hours ago


    Alwar, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Manager Job DescriptionWe are seeking a skilled Senior Manager to join our Wealth Management team. As a key member of our team, you will be responsible for developing and providing solutions to clients based on their financial goals and requirements.The ideal candidate will have excellent communication and interpersonal skills, as well as strong...


  • Alwar, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Lead Wealth Manager:">Our ideal candidate will excel in acquiring, managing and servicing ultra-high net worth individuals (UHNWIs) by offering a wide range of wealth management solutions. Key responsibilities include driving client acquisition, promoting investment products, building relationships with clients, developing sales strategies and executing them...


  • Alwar, Rajasthan, India beBeeRiskManager Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job OverviewThe Risk Manager position plays a critical role in ensuring the effective management of risk across various domains, including market, credit, operational, liquidity, and regulatory risks.This professional will work closely with senior management to identify, assess, and mitigate potential risks by implementing strategic risk management...


  • Alwar, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Profile:Develop and provide solutions to clients based on their requirements.Conduct timely follow-ups with leads, tag them on broadcasts, and news articles.Increase client base by meeting new clients, taking references from existing investors, and building Asset Under Management (AUM).Initiate portfolio reviews of existing investors in a timely...


  • Alwar, Rajasthan, India beBeeWealth Full time ₹ 9,00,000 - ₹ 15,00,000

    High Net-Worth Individuals and institutions across India are seeking skilled professionals to serve their clients effectively.Key Responsibilities:Deliver comprehensive training sessions on wealth management products and solutions.Provide continuous support and guidance to new Relationship Managers.Monitor and follow up on RMs' progress.Assist RMs in...