Senior Portfolio Manager

7 hours ago

Allahabad, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 4,00,00,000 - ₹ 6,50,00,000

As a Senior Wealth Management Professional, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.

Your primary objective will be to offer end-to-end investment advisory and wealth management solutions that cater to the diverse needs of your clients.

Key ResponsibilitiesClient Acquisition and Relationship Management
  • Acquire and nurture relationships with HNI/UHNI clients, family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning requirements.
  • Conduct regular portfolio reviews, providing strategic solutions aligned with market conditions and client objectives.
Wealth Advisory and Solutions
  • Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
  • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
  • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
Business Growth and Revenue Generation
  • Achieve Assets Under Management (AUM) and revenue targets through focused client acquisition and wallet-share expansion.
  • Drive cross-sell and up-sell opportunities across the wealth management and third-party product suite.
  • Leverage existing relationships to grow client base through referrals and networking.
Compliance and Risk Management
  • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
  • Maintain transparent, ethical, and client-centric practices.
  • Minimize operational and investment risks by adhering to company policies and compliance standards.

Desired Candidate Profile:

  • Post Graduate/MBA/CA/CFA preferred.
  • 12–18 years of experience in Wealth Management/Private Banking with a reputable institution.
  • Proven individual contributor track record of managing HNI/UHNI client portfolios.
  • Strong understanding of capital markets, investment products, and wealth planning solutions.
  • Established network of HNI/UHNI clients in targeted regions.
  • Excellent communication, relationship-building, and advisory skills.
  • High integrity with a client-first mindset.
Key Skills Required
  • HNI/UHNI Client Acquisition and Retention.
  • Investment and Wealth Advisory Expertise.
  • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products).
  • Business Development and Revenue Orientation.
  • Compliance and Risk Awareness.

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