
Relationship Wealth Manager
2 days ago
Responsibilities:
* Manage client portfolios
* Acquire new HNIs through networking & marketing
* Maximize revenue from existing clients
* Collaborate with financial experts on investment strategies
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Wealth Portfolio Specialist
5 days ago
Ghaziabad, Uttar Pradesh, India beBeeInvestor Full time ₹ 16,25,000 - ₹ 25,12,500Wealth management is a critical component of our business operations, and we are seeking an exceptional individual to fill this key role.The primary objective of the Wealth Manager position involves cultivating investor relationships, identifying high net worth individuals, family offices, and professionals, and promoting alternative investment opportunities...
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Strategic Wealth Manager
5 days ago
Ghaziabad, Uttar Pradesh, India beBeeInvestor Full time ₹ 80,00,000 - ₹ 1,20,00,000Corporate Treasury and Family Office Job Description">Our team interacts with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products. This involves gauging market trends and identifying opportunities for tailored solutions.We oversee the marketing process, including creating...
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Senior Wealth Management Professional
5 days ago
Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Title: Senior Wealth Management ProfessionalWe are seeking an experienced Wealth Management Specialist to join our team and provide expert guidance on digital wealth platforms.The ideal candidate will have a strong background in wealth management, private banking, or investment advisory, with a proven track record of success in delivering complex...
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Chief Wealth Strategist
1 week ago
Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Private Banking RoleWe are hiring for a key position in the Private Sector Bank. This role is instrumental in acquiring High Net Worth (HNI) and Ultra HNI clients, and building long-term relationships with them.About the JobAs a Private Banker, you will be responsible for selling Investment & Insurance & other bank products to private banking clients to...
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Senior Wealth Manager
2 days ago
Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 50,00,000 - ₹ 75,00,000**Senior Wealth Management Executive**"],
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High Net Worth Relationship Manager
24 hours ago
Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Description:As a senior wealth management professional, you will play a vital role in building and maintaining relationships with high-net-worth individuals. Your primary responsibility will be to understand their financial goals and objectives, providing personalized advice and solutions tailored to their needs and risk appetite.You will conduct regular...
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Senior Wealth Products Specialist
7 days ago
Ghaziabad, Uttar Pradesh, India beBeeWealthProduct Full time ₹ 10,00,000 - ₹ 25,00,000A successful Product Trainer for Wealth Products is required to deliver comprehensive training sessions, support and guidance to new Relationship Managers (RMs), monitor progress and track performance metrics. The ideal candidate will have a proven experience in wealth management, financial products or similar domain, strong understanding of HNI and...
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Chief Investment Officer
5 days ago
Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Key Leadership PositionJob RoleWe seek an experienced professional to manage Ultra High Net Worth Individuals (UHNWIs) and deliver personalized financial services.Key ResponsibilitiesDevelop and execute strategies to acquire and manage UHNWIs by offering wealth management solutions including PMS, AIF, bonds, mutual funds, and stock market offerings.Drive...
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Leading Wealth Professional
23 hours ago
Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 75,00,000 - ₹ 1,00,00,000Wealth Manager Position We are seeking a seasoned professional to fill the role of Wealth Manager. This is a unique opportunity for an individual who excels in building and maintaining long-term relationships with high-net-worth clients.This position requires a deep understanding of financial goals, risk tolerance, and market trends. The ideal candidate will...
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Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 65,00,000Job Title">We are seeking an experienced Investment and Wealth Manager to join our team.">About the Job">The successful candidate will be responsible for managing a portfolio of high net worth clients, providing end-to-end investment advisory and wealth management solutions.They will need to have strong personal network, deep product knowledge, and a track...