Senior Director of Investment Advisory

2 days ago

Belgaum, Karnataka, India beBeeWealth Full time ₹ 5,00,00,000 - ₹ 6,50,00,000

Job Overview

The Senior Vice President – Wealth Management role involves direct management of a portfolio comprising High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering comprehensive investment advisory and wealth management services.

This position requires an individual with a strong personal network, in-depth product knowledge, and a proven track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities

  • Directly manage a portfolio of HNI and UHNI clients
  • Provide end-to-end investment advisory and wealth management solutions
  • Maintain a strong personal network to drive business growth
  • Foster long-term client relationships
  • Deliver consistent revenue and asset growth

Required Skills and Qualifications

To succeed in this role, you will require:

  • A deep understanding of investment products and services
  • Strong relationship-building and communication skills
  • The ability to analyze complex financial data and make informed decisions
  • Excellent problem-solving and strategic thinking skills

Benefits

In addition to a competitive salary and benefits package, you will have access to ongoing professional development opportunities to support your continued growth and success.

What We Offer

We are committed to providing a supportive and inclusive work environment that allows our employees to thrive. If you are passionate about wealth management and are looking for a challenging and rewarding career opportunity, we encourage you to apply.

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