Senior Portfolio Manager

2 days ago


Vadodara, Gujarat, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 50,00,000

Job Title: Senior Relationship Manager- Wealth Management Solutions

  • We are seeking a senior relationship manager to join our wealth management team.

Key Responsibilities:

• Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.

• Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.

• Business Growth & Strategy: Expand the wealth management business with a long-term vision.

• Market Positioning & Networking: Represent the company at industry events and strengthen brand positioning.

Qualifications & Experience:

• 7-12 years in wealth management, managing HNIs and family offices.

• Strong relationships with family offices, UHNIs.

• Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM up to 50crs and a set of clients.

• Proven ability to raise capital and manage large portfolios.

• Entrepreneurial mindset with interest in running a venture with equity participation.

• Experience in building and leading teams.

• Willingness to travel for investor meetings and networking.



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