Current jobs related to Senior Wealth Manager - Morādābād, Uttar Pradesh - beBeeWealthManagement

  • Senior Wealth Manager

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Financial Advisor - Private WealthWe are seeking a skilled Financial Advisor to join our team of experienced wealth management professionals. As a key member of our team, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, understanding their financial goals and objectives.Key...

  • High Net Worth Relationship Manager

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000

    Senior Wealth ManagerThis role involves managing relationships with affluent clients to understand their financial needs and provide tailored solutions that align with the company's values.Key Responsibilities:Identify and acquire new customers to expand the client base through strategic outreach and relationship-building.Develop and implement effective...

  • Highly Skilled Senior Relationship Manager

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 1,99,99,999

    About this roleWe are seeking an experienced Senior Relationship Manager (Fintech/Wealth tech) to join our team.About the role:This dynamic position combines financial planning expertise with relationship-building skills to design tailored financial plans, manage client portfolios, and foster long-term relationships.Your responsibilities will include:Client...

  • Financial Planner and Strategist

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Strategic Wealth Manager RoleOur firm is revolutionizing wealth management by fostering a partnership between bankers and the firm to deliver client-centric solutions. This model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.As part of our strategic asset management and financial advisory...

  • Risk Management Specialist

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeRiskManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job DescriptionThe Investment Risk Manager plays a pivotal role in identifying, assessing, and mitigating various types of risks associated with investment portfolios. This includes market risks, credit risks, operational risks, liquidity risks, and regulatory risks.To achieve this goal, the Investment Risk Manager must analyze potential risks, evaluate...

  • Senior Operations Manager

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeecoordinator Full time ₹ 7,20,000

    Senior Coordinator Job OpportunityWe are seeking a highly skilled and organized Senior Coordinator to join our team. As a Senior Coordinator, you will play a crucial role in supporting our programs and operations in West Bengal.

  • Senior Business Manager

    3 weeks ago

    Morādābād, Uttar Pradesh, India NetAmbit Full time

    Immidiate Joiner's preferred + Senior Manager – Business Development (Sales) Location: Noida, Sector 15 Reporting To: EVP – Sales Working Days: 6 Days a Week Industry Preference: BFSI, Fintech & SaaSmail your CV Manisha.ale@netambit.net Role OverviewWe're looking for a result-oriented Senior Manager – Business Development (Sales) with strong...

  • Chief Growth Strategist

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeBusiness Full time ₹ 80,00,000 - ₹ 1,20,00,000

    We are seeking a results-driven Business Development Leader to spearhead our outbound efforts and drive business growth.Key Responsibilities:Lead the development and execution of business strategies to engage with high net worth individuals and family officesOversight of the entire client lifecycle, from initial contact to portfolio management and...

  • Senior Audience Acquisition Manager

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeAudience Full time ₹ 84,36,000 - ₹ 1,54,98,000

    Senior Audience Acquisition ManagerWe are seeking an experienced Senior Audience Acquisition Manager to lead our efforts in transforming audience acquisition and event operations for global brands.Develop innovative audience acquisition strategies for large-scale events and conferences across industries.Maximize attendance through multi-channel outreach,...

  • Senior Debt Fund Manager

    2 weeks ago

    Morādābād, Uttar Pradesh, India beBeeFundraising Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job Overview:We are seeking a Senior Leader to manage debt raising from financial institutions, prepare credit proposals, and coordinate end-to-end execution for fundraising transactions.Key Responsibilities:Debt Raising• Debt raising from Financial Institutions, AIFs, Banks etc. through Term loans, Debentures at competitive pricing.• Preparation of CMA,...

Senior Wealth Manager

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 50,00,000 - ₹ 75,00,000

Job Title: Senior Wealth Manager

Key Responsibilities:

  • Build and manage high net worth client relationships.
  • Develop and implement wealth management strategies to drive business growth.
  • Pursue new business opportunities through networking and market positioning.

Requirements:

  • Minimum 7 years of experience in wealth management with a focus on high net worth individuals.
  • Proven track record of managing large portfolios and building strong relationships with clients.
  • Expertise in investment products, including mutual funds, alternative investments, and real estate.
  • Strong entrepreneurial mindset with ability to lead teams and drive business growth.

Benefits:

  • Opportunity to work with a dynamic team in a fast-paced environment.
  • Competitive compensation package with equity participation.
  • Professional development opportunities to enhance skills and knowledge.