High Net Worth Client Manager

4 days ago


Mysore, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Investment Advisor

We are seeking a seasoned investment advisor to lead client relationships and drive growth.

Key Responsibilities:
  • To identify, acquire, and retain affluent clients, building strong relationships and growing assets under management (AUM).
  • Provide personalized investment advice to high-net-worth individuals, managing their financial portfolios and deepening wallet share.
  • Monitor the market for new opportunities to acquire and grow the affluent client segment.
Requirements:
  • 3-5 years of experience in private banking or wealth management, preferably with a proven track record (minimum tenure of 3-4 years).
  • Ability to handle complex client relationships with a minimum investment amount of Rs. 1 Cr and above.

The ideal candidate will possess exceptional communication skills, be results-driven, and have in-depth knowledge of capital markets and investments.



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