Senior Wealth Manager

2 days ago

Hubli, Karnataka, India beBeeSeniorWealthManager Full time ₹ 50,00,000 - ₹ 65,00,000

Role Overview

We are seeking a seasoned professional to fill the position of Senior Wealth Manager. This individual will play a pivotal role in managing high-net-worth and ultra-high-net-worth client portfolios, providing expert investment advice and wealth management solutions.

About the Position

  • This is an individual contributor role with no team management responsibilities.
  • The ideal candidate will have a strong personal network, deep product knowledge, and a proven track record of building long-term client relationships while driving revenue and asset growth.

Key Responsibilities

  • Acquire, nurture, and grow relationships with high-net-worth/ultra-high-net-worth clients, family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
  • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.

Wealth Advisory & Solutions

  • Advise clients on a wide range of investment products including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
  • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.

Business Growth & Revenue Generation

  • Achieve assets under management (AUM) and revenue targets through focused client acquisition and wallet-share expansion.
  • 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.

Compliance & Risk Management

  • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
  • Maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to company policies and compliance standards.

Desired Candidate Profile

  • Post Graduate/MBA/CA/CFA preferred.
  • 12–18 years of experience in wealth management/private banking with a reputable organization.
  • Proven individual contributor track record of managing high-net-worth/ultra-high-net-worth client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of high-net-worth/ultra-high-net-worth clients in Hubli and surrounding regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.

Key Skills Required

  • High-net-worth/Ultra-high-net-worth Client Acquisition & Retention
  • Investment & Wealth Advisory Expertise
  • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
  • Business Development & Revenue Orientation
  • Compliance & Risk Awareness

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