Senior Wealth Management Professional

2 days ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

Job Overview:

We are seeking an experienced wealth management professional to lead our team of relationship managers. As we continue to expand our presence in India, we need a senior advisor who can provide expert guidance and leadership to help our clients achieve their financial goals.

  • Key Responsibilities:

    • Manage a portfolio of high-value clients, providing tailored advice and long-term planning solutions.

    • Act as a senior escalation point within the team for complex client needs.

    • Collaborate with investment and research teams to deliver optimal client outcomes.

  • Business Leadership:

    • Drive growth of your team as a business unit.

    • Identify opportunities and run experiments in consultation with the Head of Client Relationships.

    • Collaborate with client experience and new client acquisition teams to achieve growth objectives.

  • Team Management & Coaching:

    • Lead, mentor, and develop a team comprising RMs of different experience levels.

    • Conduct regular review sessions, skill training, and pipeline planning.

    • Foster a high-performance culture within the team.

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