Senior Wealth Manager

2 days ago


Nashik, Maharashtra, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Senior Wealth Manager

We are seeking a highly skilled and experienced Senior Wealth Manager to join our team.

As a Senior Wealth Manager, you will be responsible for managing relationships with high net worth individuals, families, and institutions to help them achieve their financial goals.

Your key responsibilities will include:

  • Developing and implementing customized investment strategies for clients based on their risk tolerance, financial situation, and investment objectives
  • Conducting regular portfolio reviews to ensure that client investments remain aligned with their goals and risk tolerance
  • Providing exceptional customer service to build trust and loyalty with clients
  • Collaborating with other members of the wealth management team to develop new business opportunities and expand existing relationships

To be successful in this role, you will need:

  • Minimum 7-12 years of experience in wealth management, financial planning, and investment advisory
  • Requisite certifications (an advantage)
  • Exposure to various wealth instruments (Insurance, FD, Mutual Fund, PMS, AIF)
  • Proven track record of AUM generation
  • AUM size: minimum INR 30 crore

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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