High Net Worth Relationship Specialist

2 days ago

Meerut, Uttar Pradesh, India beBeeWealth Full time ₹ 70,00,000 - ₹ 1,20,00,000

At Ikashi Wealth, we're expanding our team to find talented professionals who can help our high net worth clients achieve their financial goals. We're looking for someone with a passion for building strong relationships and providing exceptional wealth management services.

The role involves acquiring new clients, advising on investment opportunities, and delivering personalized portfolio management solutions. If you have a proven track record of handling high net worth clients and are looking for a challenging and rewarding career, this could be the perfect opportunity for you.

We're seeking someone with excellent communication skills and a deep understanding of the wealth management industry. If you're motivated by results and thrive in a fast-paced environment, we'd love to hear from you.

Key Responsibilities:

  • Build and maintain long-term relationships with high net worth clients
  • Acquire new clients through targeted outreach and marketing efforts
  • Advise clients on investment opportunities across mutual funds, equity, and wealth management products
  • Deliver customized portfolio management solutions to meet client needs

Qualifications:

Relationship Manager

  • Bachelor's or Master's degree in finance, commerce, economics, or a related field
  • 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory
  • Proven track record of handling high net worth clients and converting leads

Benefits:

  • Competitive salary and bonus structure
  • Comprehensive benefits package
  • Opportunities for professional growth and development

Why Join Us:

  • Collaborative and dynamic work environment
  • State-of-the-art technology and tools
  • Opportunities to make a real impact in the lives of our clients

  • High Net Worth Estate Planning Lawyer

    7 days ago

    Meerut, Uttar Pradesh, India beBeeEstate Full time ₹ 20,00,000 - ₹ 25,00,000

    Job OpportunityWe are seeking an experienced professional to lead the development of our in-house legal wills and trusts offering.The ideal candidate will have a strong understanding of estate planning, inheritance tax mitigation, and long-term wealth structuring for high-net-worth clients.Key Responsibilities:Develop and implement effective estate planning...

  • Financial Portfolio Manager

    2 days ago

    Meerut, Uttar Pradesh, India beBeeWealth Full time ₹ 10,00,000 - ₹ 20,00,000

    As a wealth manager, you will play a key role in developing and maintaining relationships with high-net-worth individuals to grow their assets under management.

  • Wealth Solutions Specialist

    2 days ago

    Meerut, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    About the OpportunityWe're seeking a skilled Private Banker to fill this key position. This role plays a pivotal part in acquiring High Net Worth Individuals (HNI) and Ultra HNI clients, building lasting relationships with them.About the RoleThe successful candidate will be responsible for selling investment and insurance products, as well as other bank...

  • Lead Luxury Residences Sales Specialist

    1 day ago

    Meerut, Uttar Pradesh, India beBeeLuxury Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Luxury Real Estate Sales ManagerWe are seeking a driven and experienced professional to lead sales of ultra-luxury residences, villas, and land parcels. The ideal candidate should have hands-on experience in handling resale transactions of luxury assets, deep market knowledge, and a strong network for high-end sales.Main Responsibilities:Client...

  • Portfolio Manager

    24 hours ago

    Meerut, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000

    Job Title:Financial Advisor - Portfolio ManagerJob DescriptionThe role of a Financial Advisor - Portfolio Manager is to build and maintain relationships with high net worth individuals (HNIs) by offering debt, equity, mutual fund, structured, and real estate products.This position requires acquiring and managing HNI clients to ensure seamless service...

  • Remote Senior Paraplanner Opportunity

    4 days ago

    Meerut, Uttar Pradesh, India beBeeParaplanner Full time ₹ 8,00,000 - ₹ 10,00,000

    Senior Paraplanner Role:We are seeking a seasoned Paraplanner to join our elite remote team. This role offers the opportunity to work on complex, high-net-worth client strategies and contribute to the strategic development of advice solutions.The ideal candidate will have a minimum of 4+ years of experience in paraplanning or technical financial advice...

  • System Infrastructure Specialist

    2 days ago

    Meerut, Uttar Pradesh, India beBeeInfrastructure Full time ₹ 8,00,000 - ₹ 10,00,000

    Job OpportunityWe are seeking a skilled infrastructure specialist with experience in managing and maintaining Proxmox environments, deploying and managing applications on Ubuntu servers, and setting up and managing CI/CD pipelines using GitHub.Key Responsibilities:Manage and maintain Proxmox environments ensuring high availabilityDeploy and manage...

  • High-Quality Software Solutions

    2 days ago

    Meerut, Uttar Pradesh, India beBeeBackendDeveloper Full time ₹ 8,00,000 - ₹ 15,00,000

    Establishing a strong backend foundation is crucial for driving business success. At our company, we're seeking a skilled .NET Core Backend Developer to join our in-office engineering team in Noida.We aim to deliver high-quality, scalable software that meets the needs of our clients. As a key member of our team, you'll be responsible for developing APIs...

  • Luxury Real Estate Transaction Specialist

    24 hours ago

    Meerut, Uttar Pradesh, India beBeeClosingSalesManager Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title:Closing Sales ManagerJob Summary:We are seeking an experienced closing professional to drive high-value transactions in luxury real estate. The ideal candidate will oversee the closing process, ensuring a seamless experience reflecting our brand's prestige.Key Responsibilities:Transaction Coordination: Manage closing processes from contract to...

  • Citrix System Specialist

    2 days ago

    Meerut, Uttar Pradesh, India beBeeAzure Full time ₹ 20,00,000 - ₹ 25,00,000

    Citrix Administrator RoleThis is a specialist position that involves administering and maintaining Citrix systems to ensure seamless functionality and high performance.Key Responsibilities:Implementing cloud native development with focus on Azure Integration Services, designing, building, unit testing, and deploying Standard Plan Logic Apps using Azure Logic...