Executive Wealth Advisor

7 days ago


Nellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

**Role Overview**

We are seeking a dynamic professional to join our team as a Relationship Manager. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and providing them with high-quality wealth management services.

**Key Responsibilities**

  • Build and maintain strong relationships with HNI clients.
  • Convert qualified leads into managed portfolios.
  • Advise clients on investment opportunities across mutual funds, equity, and wealth management products.
  • Monitor and review client portfolios to ensure consistent performance.
  • Collaborate with internal teams to deliver seamless wealth advisory services.

**Qualifications**

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

Our ideal candidate will have excellent communication and interpersonal skills, be able to understand client needs, and provide appropriate investment solutions.



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