Senior Wealth Manager

5 days ago

Chennai Hyderabad Secunderabad Telangana Pune, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

Our organization seeks an experienced Professional with exceptional leadership and client relationship management skills to spearhead the growth of our Private Client Group (PCG).

The ideal candidate will possess a deep understanding of equity, derivatives, currency, and commodity markets, as well as the ability to effectively cross-sell third-party products such as Mutual Funds, Portfolio Management Services, and Alternate Investment Funds.

Key responsibilities include:

  • Achieving revenue targets through strategic broking and trading activities
  • Building and maintaining strong relationships with high-net-worth individuals (UHNI/HNI) clients
  • Upselling and cross-selling relevant investment products to enhance client portfolios
  • Providing expert advice on portfolio and asset allocation strategies
  • Coordinating with third-party product manufacturers and stakeholders to deliver seamless services

Requirements include:

  • Extensive knowledge of equity, stocks, shares trading, dealing, and advisory services
  • Familiarity with risk management, regulations, and various investment products
  • Excellent communication, negotiation, and problem-solving skills
  • Ability to work in a fast-paced environment and meet challenging targets
  • Strong network and connections within the financial industry

Bonus Points:

  • Knowledge of structured products and their application in wealth management
  • Experience with private client group operations and strategy development
  • Proven track record of delivering results in a sales or business development role

We offer a competitive compensation package, comprehensive benefits, and opportunities for career growth. If you are a results-driven professional with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.

  • Wealth Underwriting Manager

    4 hours ago

    Hyderabad / Secunderabad, Telangana, India beBeeUnderwriter Full time ₹ 1,04,000 - ₹ 1,30,878

    Senior Wealth Underwriter Role OverviewThis is a leadership position that focuses on managing wealth underwriting initiatives and deliverables, collaborating with cross-functional teams to drive business growth.Key Responsibilities:Lead or participate in moderately complex initiatives and deliverables, contributing to large-scale planning related to wealth...

  • Senior Wealth Management Professionals

    5 days ago

    Mumbai, Hyderabad / Secunderabad, Telangana, Kolkata, India beBeeWealthManagement Full time ₹ 9,00,000 - ₹ 12,00,000

    Senior Wealth Management ProfessionalThe role involves managing and growing a portfolio of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Key responsibilities include:Identifying and acquiring new HNI/UHNI clients through relationship building and networking.Developing and implementing strategies to deepen relationships...

  • Wealth Portfolio Strategist

    10 hours ago

    Hyderabad / Secunderabad, Telangana, India beBeeSenior Full time ₹ 1,04,000 - ₹ 1,30,878

    Lead Senior Wealth Underwriter RoleThis senior wealth underwriting position requires an individual with extensive experience in underwriting high-net-worth loans, a deep understanding of wealth management and investment products, and the ability to lead teams to meet deliverables.Job Responsibilities:Conduct thorough analysis of borrower financial data to...

  • Senior Wealth Manager

    1 week ago

    Hyderabad / Secunderabad, Telangana, India beBeeInvestment Full time

    This role is for a professional in wealth management, focused on sales of investment products to individual clients. The ideal candidate will be responsible for accumulating assets, achieving sales targets, and managing relationships with clients for a range of wealth and investment products.Key ResponsibilitiesAsset Accumulation: Responsible for gathering...

  • Senior Wealth Manager

    2 days ago

    Bengaluru / Bangalore, Hyderabad / Secunderabad, Telangana, Kolkata, India beBeeWealthManagement Full time ₹ 6,00,000 - ₹ 12,00,000

    Career Opportunities for Wealth Management ProfessionalsJob Description:We are seeking experienced wealth management professionals to cater to the investment needs of high net worth individuals. The successful candidate will be responsible for recommending and implementing customized investment solutions, ensuring timely delivery of tailored financial...

  • Wealth Portfolio Management Leader

    10 hours ago

    Hyderabad / Secunderabad, Telangana, India beBeeLeadership Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title: Wealth Portfolio Management LeaderThis role involves overseeing the development and management of a team responsible for assessing and managing wealth portfolios. The ideal candidate will have extensive experience in underwriting high net-worth individuals and possess strong leadership skills to manage a team effectively.Main...

  • Senior Wealth Management Specialist

    2 days ago

    Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,15,40,000

    Job Description:The primary objective of this role is to establish and maintain strong, long-lasting relationships with clients in the wealth management sector.As a seasoned professional, you will be responsible for identifying business opportunities, generating leads, and driving revenue growth through effective cross-selling of wealth management products...

  • Wealth Management Expert

    2 days ago

    Hyderabad / Secunderabad, Telangana, Kolkata, Mumbai, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Wealth Management OpportunitySVP/VP/AVP/Relationship Managers, Private Bankers - Wealth ManagementObjective: Acquire and retain High Net Worth Individuals (HNI)/Ultra High Net Worth Individuals (UHNI) clients by providing exceptional investment solutions and building long-term relationships. Develop a deep understanding of equity and debt-based products,...

  • Senior Relationship Manager

    2 days ago

    Pune, Chandigarh, Coimbatore, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,00,000

    Senior Relationship Manager - Wealth ManagementWe are seeking a seasoned Senior Relationship Manager to join our team. The ideal candidate will have a strong background in wealth management, relationship building, and client acquisition.Develop and implement strategies to acquire, deepen, and retain high net worth individuals (HNIs) and ultra high net worth...

  • Wealth Strategist

    2 days ago

    Chennai, Hyderabad / Secunderabad, Telangana, Kolkata, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Wealth Strategist RoleOur team is seeking a highly skilled Wealth Strategist to address the complex financial needs of high net worth individuals. The ideal candidate will have a deep understanding of wealth management and be able to provide tailored solutions to clients.Key Responsibilities:Achieve targets in terms of product mix through effective...