High Net Worth Investment Manager
7 days ago
The successful candidate will be responsible for managing a team of Relationship Managers and establishing ties with High Net Worth Individuals (HNIs) to design and implement their financial plans. This includes ensuring that clients receive and execute on the right advice, and handling the team to help and coordinate with them for acquiring HNI/UHNI clients.
">Maintaining client relationships is crucial, as the Financial Strategist will need to generate Assets Under Management (AUM) from preferred clients. This involves supporting the team in advising Affluent clients on their investments and managing their overall financial portfolio.
">Additionally, the role requires helping the team track the Affluent and Super Affluent Client segment in the market for new client acquisition. The Financial Strategist must also research and investigate available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
">Coordinating with the product and research teams (Centralized CFP Team) for taking investment decisions for clients is another key responsibility. The successful candidate may also be required to conduct and assist in organizing seminars, workshops, and other business development activities.
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High Net Worth Relationship Manager
7 days ago
Surat, Rajkot, Ahmedabad, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 36,00,000Job DescriptionWe are seeking a skilled professional to manage high net worth relationships, providing expert financial planning and advice.The ideal candidate will have excellent communication skills, be able to build strong ties with HNIs/ UHNIs, and possess a deep understanding of financial markets and trends.This is a unique opportunity to work with...
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High Net Worth Client Services Specialist
4 days ago
Varanasi, Ahmedabad, Surat, India beBeeInvestment Full time US$ 9,00,000 - US$ 12,00,000High Net Worth Client Services SpecialistDeliver personalized investment solutions to high net worth clients, understanding their unique financial goals and objectives.Responsibilities include:Catering to the investment needs of mass affluent clients by recommending a range of products such as mutual funds, alternative investments, and direct equity.Meeting...
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High Net Worth Client Relationship Manager
2 days ago
Vadodara, Gujarat, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000Client Relationship SpecialistWe are seeking an experienced Client Relationship Specialist to join our team. In this role, you will be responsible for acquiring and servicing high net worth clients with a book size of Rs.25Lac and above.The ideal candidate will have excellent communication skills, a deep understanding of the financial markets, and the...
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High Net Worth Relationship Manager
2 days ago
Ahmedabad, Surat, Rajkot, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 10,00,000Key ResponsibilitiesThis role involves acquiring and managing high net worth relationships, establishing strong ties with affluent individuals by designing and implementing their financial plans.The relationship manager will handle and manage clients with a minimum investment amount of Rs 25 lakhs and above, bringing existing clients and building a strong...
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High Net Worth Portfolio Manager
7 days ago
Indore, Jaipur, Vadodara, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 12,00,000Key Responsibilities:Manage high net worth individual portfolios to acquire, enhance, deepen and retain client relationships.Drive revenue growth by promoting mutual funds, portfolio management services and alternative investment solutions.Nurture strong client relationships through effective communication and networking skills.Stay up-to-date with equity...
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Investment Manager
2 days ago
Ahmedabad, Surat, Varanasi, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Key Investment ManagerHigh-net-worth clients rely on experienced professionals like you to provide tailored investment advice and achieve significant growth targets.You will cater to the complex investment needs of affluent clients by recommending a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment...
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High Net Worth Client Portfolio Manager
4 days ago
Delhi, Vadodara, India beBeePortfolio Full time US$ 6,00,000 - US$ 12,00,000Objective: To acquire, enhance, deepen and retain HNI/UHNI portfolios.Key Responsibilities:Generate revenue through the promotion of Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and Equity products.Nurture and cultivate strong relationships with clients.Demonstrate expertise in equity and debt-based financial...
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High Net Worth Trading Specialist
2 days ago
Mumbai, Nagpur, Ahmedabad, India beBeeTrading Full time ₹ 8,00,000 - ₹ 12,00,000Acquiring and Trading ExpertWe are seeking a seasoned Acquiring and Trading professional to join our team.Job DescriptionAs an Acquiring and Trading expert, you will be responsible for acquiring big-ticket margins, servicing and leveraging relationships with high net worth individual (HNI) clients, and providing in-depth knowledge about trading in...
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Vadodara, Delhi, Jaipur, India beBeeBusiness Full timeBusiness Development Manager\As a Business Development Manager, you will be responsible for acquiring and managing high net worth individuals (HNI) clients for our Private Client Group. The ideal candidate will have a strong understanding of the financial markets and be able to advise clients on equity, derivatives, currency, and commodity markets.\Key...
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Executive Director
1 day ago
Surat, Gujarat, India beBeeWealthManager Full time ₹ 3,00,00,000 - ₹ 5,00,00,000Strategic Wealth Manager PositionThis is a senior leadership role that requires expertise in guiding, mentoring, and managing high-performing teams to drive significant growth in assets under management (AUM) and assets under advice (AUA). The successful candidate will be responsible for acquiring and managing high net worth individual (HNI)/ultra HNI (UHNI)...
