Wealth Management Professional

2 days ago

Mangalore, Karnataka, India beBeeRelationship Full time ₹ 20,12,000 - ₹ 50,10,100

Job Title: Relationship Manager

Description:

We are seeking a seasoned professional to join our team as a Relationship Manager. This is an exciting opportunity for someone with a passion for building strong relationships with high net worth individuals and family offices.

Key Responsibilities:

  • Client Acquisition & Relationship Management: Develop and maintain long-term relationships with family offices, ultra-high net worth individuals, and other key stakeholders.
  • Investment Advisory & Product Distribution: Provide expert advice on various investment products, including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.
  • Business Growth & Strategy: Identify opportunities for business growth and develop strategies to expand our wealth management services.
  • Market Positioning & Networking: Represent the company at industry events and conferences, strengthening our brand presence and networking with key professionals.

Qualifications & Experience:

  • 7-12 years of experience in wealth management, with a proven track record of managing high net worth individuals and family offices.
  • Strong relationships with family offices, ultra-high net worth individuals, and other key stakeholders.
  • Expertise in wealth products, structured investments, and alternative asset classes.
  • A proven ability to raise capital and manage large portfolios.
  • An entrepreneurial mindset with interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • Ability and willingness to travel for investor meetings and networking.

About Us:

We are a leading provider of wealth management services, committed to delivering exceptional results to our clients. Our team is passionate about building strong relationships and providing personalized service to each client.

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