High Net Worth Financial Specialist

1 week ago

Davangere, Karnataka, India beBeeWealth Full time ₹ 19,90,000 - ₹ 25,40,000
Job Opportunity

We are seeking a seasoned wealth management professional to join our team as a Private Wealth Manager. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.

  • Develop and implement personalized wealth management strategies to meet the unique needs and risk profiles of each client.
  • Conduct thorough portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Maintain accurate records of client interactions and transactions in accordance with compliance standards.
Key Requirements

At least 12 years of relevant experience in wealth management.

  • Strong understanding of wealth management products, including AIFs and PMS.
  • Proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

  • High Net Worth Sales Specialist

    2 weeks ago

    Davangere, Karnataka, India beBeeLuxury Full time ₹ 25,00,000 - ₹ 30,00,000

    Job Title:Experienced Sales Professional Sought for Luxury Residential Real EstateThe ideal candidate will possess refined communication skills and the ability to deliver a personalized experience to high-net-worth individuals.This role is best suited for professionals with expertise in luxury sales, able to engage clients and build lasting relationships.Key...

  • Relationship Manager for High Net Worth Clients

    1 week ago

    Davangere, Karnataka, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,20,000

    Job TitleSr Affluent Wealth Relationship ManagerAbout the RoleWe are seeking a highly skilled and experienced relationship manager to join our private banking team. As an affluent wealth relationship manager, you will be responsible for building and maintaining strong relationships with high net worth individuals and families.Main ResponsibilitiesClient...

  • Senior Financial Advisor

    1 week ago

    Davangere, Karnataka, India beBeeWealthManager Full time ₹ 30,00,000 - ₹ 40,00,000

    Job SummaryWealth Managers play a pivotal role in building and maintaining long-term relationships with high-net-worth clients. Their expertise lies in understanding client needs, risk tolerance, and financial goals to provide customized solutions.Main Responsibilities:Develop Client Relationships: Foster strong, lasting connections with a portfolio of...

  • Financial Planning Expert

    2 weeks ago

    Davangere, Karnataka, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Project Finance Specialist Role OverviewWe are seeking an experienced Financial Planning Expert to drive strategic financial initiatives and provide analytical support to project teams.Main Responsibilities:Develop and manage comprehensive financial plans, forecasts, and modelsAnalyze financial data, identify trends, and provide actionable...

  • Senior Financial Specialist

    2 weeks ago

    Davangere, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job OverviewThis role involves collaborating with high-net-worth individuals, family offices and corporate treasuries to understand their investment interests in fixed income products.Key Responsibilities:Create tailored marketing campaigns to gauge investment interests in fixed income products among high-net-worth individuals, family offices and corporate...

  • Expert Financial Advisor

    1 week ago

    Davangere, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Private Wealth AdvisorWe are seeking an experienced Private Wealth Advisor to manage day-to-day financial planning, investment management, and asset allocation tasks. As a key member of our team, you will work closely with clients to understand their financial goals, provide tailored advice, and ensure the effective management of their wealth.The ideal...

  • Portfolio Specialist

    2 weeks ago

    Davangere, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job Title: Portfolio SpecialistWe seek a highly motivated and results-driven portfolio specialist to spearhead investor engagement, build long-term relationships with high net worth individuals, family offices, and professionals, and promote alternate investment opportunities within the thriving Indian startup ecosystem.Key Responsibilities:Determine,...

  • Personal Assistant to High Net Worth Individual

    2 weeks ago

    Davangere, Karnataka, India beBeeLifestyleManagement Full time ₹ 15,00,000 - ₹ 30,00,000

    Job TitleWe are seeking a seasoned Lifestyle Management Specialist to support the Chairman's office in a high-profile role that combines executive assistance and lifestyle management.

  • Strategic Fundraising

    7 days ago

    Davangere, Karnataka, India beBeeFundraiser Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    High-Impact Fundraising ProfessionalThis is a high-impact role that requires a proven fundraising professional to lead the Series A fundraising process for our EdTech brand.The successful candidate will be responsible for driving the Series A fundraising process with venture capitalists, family offices, and high-net-worth individuals, building and...

  • Senior Land Investment Specialist

    2 weeks ago

    Davangere, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000

    Land Investment Professional:We are seeking a skilled land investment professional to join our team. As a land investment expert, you will be responsible for developing and executing strategies to identify and attract new investors from the high net worth individual segment.Key Responsibilities:Identify and pursue new investment opportunities in structured...