Strategic Wealth Manager

7 days ago

Jaipur Cochin Kochi Ernakulam Pune, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000
Private Wealth Manager - PCG Advisor Role

We are seeking a seasoned Private Wealth Manager to lead our PCG (Private Client Group) advisory practice. As a strategic partner, you will be responsible for advising Ultra HNI clients on complex financial products and fostering strong relationships with business associates to drive scalable business growth.

Key Responsibilities
  • Provide personalized investment advice to Ultra HNI clients, managing large customer portfolios with a book size of ₹25 lakhs and above.
  • Develop and maintain robust relationships with business associates, ensuring high-quality servicing and scalability.
  • Support business associates in scaling their client base and revenue through quality service and showcasing future opportunities.
  • Potentially manage an existing book of clients, leveraging deep market understanding and advanced strategies to increase book size and revenue.
  • Foster strong relationships with large customers and business associates through regular meetings and in-depth reviews of their financial requirements.
  • Create a large options book with robust revenue, maximizing activation of business associate customers through quality advisory.
  • Identify upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS, IAP, and Insurance.
Requirements
  • Demonstrated expertise in advising Ultra HNI clients on complex financial products.
  • Proven ability to build and nurture strong B2B relationships for scalable business growth.
  • Deep understanding of equity markets, F&O, and advanced investment strategies.
  • Exceptional communication and interpersonal skills to manage high-value clients and partners.
  • A strong commitment to client longevity through research-backed and insightful advice.
Benefits
  • Ongoing professional development opportunities.
  • Competitive remuneration package.
  • Opportunities for career advancement.
About the Role

This is a unique opportunity to join our team and contribute to our mission of providing exceptional wealth management services to Ultra HNI clients. If you are a motivated and experienced Private Wealth Manager looking for a new challenge, we encourage you to apply.

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