Relationship Wealth Manager

2 days ago


Ghaziabad, Uttar Pradesh, India Mehak Wealth Management Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Responsibilities:

* Manage client portfolios

* Acquire new HNIs through networking & marketing

* Maximize revenue from existing clients

* Collaborate with financial experts on investment strategies



  • Ghaziabad, Uttar Pradesh, India beBeeInvestor Full time ₹ 16,25,000 - ₹ 25,12,500

    Wealth 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...


  • Ghaziabad, Uttar Pradesh, India beBeeInvestor Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Corporate 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...


  • Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job 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...


  • Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Private 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...


  • Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 50,00,000 - ₹ 75,00,000

    **Senior Wealth Management Executive**"],


  • Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job 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...


  • Ghaziabad, Uttar Pradesh, India beBeeWealthProduct Full time ₹ 10,00,000 - ₹ 25,00,000

    A 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...


  • Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Key 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...


  • Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 75,00,000 - ₹ 1,00,00,000

    Wealth 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...


  • Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 65,00,000

    Job 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...