
High Net Worth Relationship Manager
7 days ago
Wealth Strategist
Job Description:As a successful Wealth Strategist, you will be responsible for managing high-value client relationships and driving growth through our Private Banking services. Key responsibilities include identifying new business opportunities, developing customized investment strategies, and delivering exceptional service to clients.
Key Responsibilities:- Build long-term relationships with affluent clients and grow their wealth through tailored financial solutions.
- Develop and implement effective wealth management strategies that meet clients' goals and risk tolerance.
- Collaborate with clients to understand their needs and preferences, providing personalized support and guidance.
- Maintain accurate records of client interactions and transactions.
- Minimum 2 years of experience in wealth management or a related field.
- Strong knowledge of financial markets, economic trends, and investment products.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to work independently and manage complex client requirements.
The successful candidate will have the opportunity to work with a leading financial institution, receive comprehensive training and support, and enjoy a competitive compensation package.
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Thiruvananthapuram, Kerala, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job DescriptionTo build and maintain strong relationships with high-net-worth individuals is a crucial aspect of this role. The primary goal is to understand their financial goals and objectives, providing personalized advice and wealth management solutions accordingly.The position requires conducting regular portfolio reviews and performance updates with...
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Thiruvananthapuram, Kerala, India beBeeLeader Full time ₹ 1,00,00,000 - ₹ 2,50,00,000Job OpportunitySeeking a seasoned professional to lead the management and growth of high net worth client portfolios. This role requires exceptional leadership skills, in-depth knowledge of financial products, and a strong sales acumen.Key Responsibilities:Develop and execute a comprehensive sales strategy to expand the client base and grow revenue.Build and...
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Senior Wealth Manager
7 days ago
Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 25,00,000 - ₹ 40,00,000Job Summary:We are seeking a seasoned wealth manager to lead our high-net-worth client relationships. As a key figure in our wealth sales division, you will be responsible for building and maintaining strong partnerships with affluent clients.Main ResponsibilitiesUnderstand clients' financial objectives and risk tolerance to provide customized investment,...
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Director of Strategic Client Relationships
1 week ago
Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000Key Role OverviewThe role of Wealth Management Director will involve overseeing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.This is a senior-level role requiring a strong personal network, deep product knowledge, and a track record of building long-term...
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Senior Portfolio Manager
2 weeks ago
Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 60,00,000 - ₹ 80,00,000We are seeking a highly skilled Wealth Manager to manage a vast and varied portfolio, provide personalised, independent financial advice to clients, and support their long-term goals.Key ResponsibilitiesCultivate a book of high net worth clientsDevelop and maintain strong relationships with clientsAnalyse markets globally to identify investment...
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Strategic Business Growth Partner
1 week ago
Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 24,90,000Business Development ManagerDrive growth and development by identifying, attracting and managing high net worth investors.Foster long-term relationships with clients to contribute to the company's continued success.The ideal candidate will have strong business acumen, excellent communication skills and experience in handling high net worth individuals (HNI)...
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Alternate Investment Specialist
2 weeks ago
Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Role OverviewWe are seeking a dynamic and driven Wealth Management professional to join our team. The role involves driving investor acquisition, building relationships with high net worth individuals and family offices, and promoting company's alternate investment opportunities.This is a high-impact role for someone passionate about wealth management,...
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Senior Wealth Manager
1 week ago
Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 25,00,000 - ₹ 50,00,000Role Overview:We are seeking a Senior Wealth Manager to join our team.Key Responsibilities:Build and manage relationships with high net worth individuals (HNIs) and family offices.Develop and execute investment strategies, providing expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and...
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Family Office Fixed Income Investment Manager
2 weeks ago
Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Fixed Income Investment SpecialistAs a key member of our team, you will interact with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products. You will be responsible for overseeing the marketing process, creating investor materials, hosting webinars, and organizing investor...
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.NET Software Development Manager
1 week ago
Thiruvananthapuram, Kerala, India beBeeTechnical Full time ₹ 15,00,000 - ₹ 20,00,000Job Title: Technical LeadWe are seeking a highly skilled Technical Lead with strong expertise in .NET, ASP.NET, and the .NET Framework to lead our development team.Key ResponsibilitiesLead, mentor, and manage a team of software developers working on .NET technologies.Oversee the full software development lifecycle (SDLC) including architecture, design,...