High Net Worth Investment Specialist

1 week ago

Solapur, Maharashtra, India beBeeWealthRelationship Full time ₹ 12,00,000 - ₹ 16,00,000
Job Description

Our team is seeking a dynamic and experienced professional to fill the role of Wealth Relationship Advisor. This position involves engaging with high net worth individuals, providing personalized investment strategies, and building long-term relationships.

The ideal candidate will have excellent communication skills, a strong understanding of wealth management principles, and the ability to deliver tailored financial solutions.

  • Develop and maintain strong relationships with high net worth clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across mutual funds, equity, and wealth management products
Required Skills and Qualifications

Applicants must possess a Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field. A minimum of 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory is also required.

  • Proven track record of handling high net worth clients and converting leads
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
Benefits

As a Wealth Relationship Advisor, you will have the opportunity to work in a dynamic and growth-oriented environment. You will be responsible for delivering exceptional client service, managing multiple projects simultaneously, and collaborating with internal teams to achieve business objectives.

Others

This role offers a unique blend of challenge and reward. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply. Please submit your application along with your resume and a cover letter outlining your qualifications and experience.

  • Expert High Net Worth Investor Outreach Specialist

    5 days ago

    Solapur, Maharashtra, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 15,00,000

    About Our OpportunityWe are looking for a skilled High Net Worth Investor Outreach Specialist to join our team. This role is focused on identifying and engaging with high net worth individuals interested in real estate investments.Key Responsibilities:Investor Identification: Identify potential high net worth investors through research, networking, and...

  • High Net Worth Client Acquirer

    1 week ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    About Our OpportunityWe are seeking a skilled professional to acquire high net worth clients and build strong relationships with them.About the RoleThey will be responsible for selling investment and insurance products to private banking clients to generate revenue.Responsibilities:Attract new high net worth clients.Work independently with an entrepreneurial...

  • High Net Worth Customer Advocate

    1 week ago

    Solapur, Maharashtra, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 20,00,000

    Senior Relationship ManagerThe primary responsibility of a Senior Relationship Manager is to develop and maintain strong relationships with high net worth customers.Key Responsibilities:Develop new and expand existing customer relationships for liabilities by sourcing category A priority customers.Source new bank customers through external individual efforts...

  • Investment Opportunities Expert

    5 days ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Wealth Management Specialist">Our organization is seeking a skilled and experienced Wealth Management specialist to spearhead investor acquisition, foster relationships with high net worth individuals, family offices, and professionals, and promote investment opportunities.">Key Responsibilities:">Identify, connect, and onboard potential investors (angels,...

  • Fixed Income Investment Specialist

    5 days ago

    Solapur, Maharashtra, India beBeeInvestment Full time US$ 6,00,000 - US$ 15,00,000

    Job OverviewWe are seeking a skilled professional to interact with high-net-worth individuals, family offices, and corporate treasuries to gauge their investment interests in fixed income products.Main Responsibilities:Engage with high-net-worth individuals, family offices, and corporate treasuries to understand their investment goals and preferences.Analyze...

  • Real Estate Venture Specialist

    2 weeks ago

    Solapur, Maharashtra, India beBeeInvestor Full time US$ 80,000 - US$ 1,50,000

    Strategic Investment PartnerWe are seeking a skilled professional to support our capital raising efforts for real estate ventures.Leverage personal and professional networks to connect the firm with high-net-worth individuals, family offices, and private capital sources.Facilitate introductions and communication between potential investors and the internal...

  • Senior Financial Strategist

    1 week ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

    At Ingenetus, our goal is to provide tailored wealth management solutions that cater to the unique financial needs and objectives of our clients. With over two decades of expertise, our dedicated team of Wealth Managers offer a wide range of investment solutions for high net-worth individuals, retail clients, corporate entities, and financial...

  • Asset Strategist

    1 week ago

    Solapur, Maharashtra, India beBeeAsset Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Asset StrategistAcquiring and managing client relationships is a key responsibility of this role. Successful candidates will be able to generate assets under management from preferred clients and provide expert advice on investments and financial portfolios.Develop and maintain strong relationships with high net worth individuals.Grow assets under...

  • Career Opportunity: Portfolio Manager

    7 days ago

    Solapur, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,50,00,000

    Portfolio Management OpportunitiesEligibility norms to register as a portfolio manager with regulatory bodies include:The applicant is a registered body corporate.The applicant should have necessary infrastructure like office space, equipment, and qualified personnel.The applicant shall appoint a compliance officer.The principal officer of the applicant...

  • Global Wealth Manager Opportunity

    2 days ago

    Solapur, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Global Wealth Manager OpportunityWe are seeking a highly skilled Global Wealth Manager to lead our wealth management division, driving the development and expansion of high-quality investment solutions and client-centric financial planning.This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well...